# Hippocratic Financial Advisors

Hippocratic Financial Advisors is an Asset Manager based in Westlake Hills, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Westlake Hills, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** https://hippocratic.com/
- **LinkedIn:** https://www.linkedin.com/company/hippocratic

## Regulatory record

- **CRD number:** 169481
- **SEC file number:** 801-130237
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169481

## About

Hippocratic Financial provides comprehensive fiduciary financial care to physicians and healthcare professionals. The firm offers physician-specialized services including financial advising, investments, tax and accounting, insurance, legal services, and student loan assistance. Headquartered in Westlake Hills, California, the company is fully distributed and provides virtual consultations to physicians and their families throughout the United States.

## Sectors

- Healthcare Services

## People

- Ravi Davis — CFP | Founder and CEO
- Riel Manriquez — Chief Operating Officer
- Aleyna Stroud — Director of Client Experience
- Ryan Payne — President of Hippocratic Law | JD/MBA

## Questions

### What is the core investment philosophy at Hippocratic Financial Advisors?

The firm builds portfolios that account for physicians' high effective tax rates, delayed income onset, and elevated litigation risk. This leads to heavy use of municipal bonds, tax-loss harvesting via direct indexing, and alternative assets held inside private placement life insurance wrappers. The goal is maximizing after-tax, after-liability real return over a career-long accumulation horizon, rather than simple market outperformance.

### How does Hippocratic Financial Advisors source clients?

Client acquisition relies on peer referrals and continuing medical education (CME) seminars given at hospitals, residency programs, and specialty society conferences. The firm does not pursue mass-market direct-to-consumer advertising. Its reputation spreads through medical-dental society presentations and partnerships with malpractice insurers who recommend financial-planning reviews to new policyholders.

### What regulatory standard governs Hippocratic's advisory relationship?

As an SEC-registered investment advisor, the firm operates under a fiduciary standard, requiring it to place client interests ahead of its own. The firm's Form ADV and marketing communications also navigate FINRA and SEC rules regarding the use of professional designations and medical-specialist framing — an area of heightened regulatory scrutiny in advisor advertising.

## Related profiles

- [HIRU Corp](https://altss.com/profile/hiru-corp)

---

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

Canonical page: https://altss.com/profile/hippocratic-financial-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology