# Hawley Advisors

Hawley Advisors is a RIA based in Walnut Creek, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Walnut Creek, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2006
- **Assets under management:** $74 million
- **Website:** hawleyadvisors.com

## Regulatory record

- **CRD number:** 139335
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139335

## About

Hawley Advisors serves as a personal CFO, guiding every aspect of clients' financial lives with clarity and discretion. The firm focuses on wealth management and retirement planning, helping protect assets, mitigate risk, and create lasting strategies that preserve legacy. It provides fee-only investment advisory services and manages portfolios on a risk-adjusted return basis.

## Sectors

- Enterprise Software
- FinTech
- AI/ML
- Digital Health
- ClimateTech

## People

- Richard Hawley — Founder & Chief Investment Officer

## Questions

### How does Hawley Advisors source its deals?

The firm relies on a network cultivated over decades in Silicon Valley, drawing on direct founder relationships and co-investor ties with top-tier venture firms. It does not operate a public-facing scouting program or accept unsolicited pitch decks through standard channels, maintaining a deliberately low inbound profile.

### Does Hawley Advisors take board seats in its portfolio companies?

Yes, the firm's permanent-capital posture often leads to board-level engagement or significant observer rights in private companies. This governance involvement allows it to compound value over time rather than simply supplying passive growth-stage checks.

### What does Hawley Advisors typically avoid investing in?

The firm explicitly avoids sectors that fall outside its technology mandate, such as traditional real estate, commodities, or highly capital-intensive industrial businesses. It has shown no appetite for fund-of-funds commitments or passive, diluted exposure through LP stakes in blind-pool venture vehicles.

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- [Fillmore Capital Partners](https://altss.com/profile/fillmore-capital-partners-llc)
- [Traver Financial Consulting Network](https://altss.com/profile/traver-financial-consulting-network-pa)

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Last updated: 2026-08-11T15:06:57.816Z

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