Hardworking Capital Advisors, Llc
- Regulatory AUM
- $206M
- Discretionary
- $206M
- Clients
- 284
- Avg AUM / client
- $725K
- Accounts
- 871
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 216 | $76.3M | 37.0% |
| High net worth individuals | 53 | $114M | 55.2% |
| Pension and profit sharing plans | 13 | $15.8M | 7.67% |
| Charitable organizations | 1 | $73.2K | 0.04% |
| Corporations and other businesses | 1 | $138K | 0.07% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mathew Alex Mellier | President/Ceo/Secretary/Cfo/Director/Owner | CFP | Sep 2015 (11y) | ≈ 56.25% – 100% via Hwc Holdings Corp |
| James Edward Eckley | Registered representative | Jun 2017 (9y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hwc Holdings Corp | Member | May 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mathew Alex Mellier: 75% – 100% of Hwc Holdings Corp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 943 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $151M (73% of AUM) Mar 2026
- Assetmark Brokerage, Llc $22.0M (16% of AUM) Nov 2019
- Prudential Annuities Distributors, Inc $21.0M (11% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗