Hancock Institutional Advisors, LLC (St. Louis)


Hancock Institutional Advisors, LLC is a large advisory firm based in St. Louis. It manages $1.52 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Illinois, Indiana, and Missouri.

Hancock Institutional Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hancock Institutional Advisors: assets under management

The assets under management (AUM) of Hancock Institutional Advisors, LLC is $1.52 billion. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hancock Institutional Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hancock Institutional Advisors, LLC

Donald Ralph Hancock has been acting as President since 1 Dec 2008. Llc Manchester Holdings joined the executive team most recently as the Holding Company.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Manchester Holdings Holding company 1 Dec 2008 75% - 100% 43-1946422
John Richard Smith Portfolio manager 1 Dec 2008 25% - 50% 1799256
Clinton James Lewis Managing director & chief compliance officer 1 Dec 2008 Other 2471102
Steven Mark Rull Executive officer 1 Dec 2008 Other 1680820
Joseph David Garea Executive officer 1 Dec 2008 Other 3101150
Donald Ralph Hancock President 1 Dec 2008 Other 828811

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Clinton James Lewis Shareholder 1 Jun 2001 Other 2471102
Steven Mark Rull Shareholder 1 Jun 2001 25% - 50% 1680820
Joseph David Garea Shareholder 1 Jun 2001 25% - 50% 3101150
Donald Ralph Hancock Shareholder 1 Jun 2001 25% - 50% 828811

Based in St. Louis

The principal office where Hancock Institutional Advisors, LLC performs its advisory services is located at 383 Marshall Avenue, St. Louis, MO 63119 1831, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-997-3191 or by fax 314-997-3358. The normal business hours are 8:00 a.m.-4:30 p.m. on Monday - Friday. You can find more information about the New York firm at hancockinvestmentadvisors.com.