Steven Jeff Campeas
Investment adviser representative at Hcr Wealth Advisors
15 yearsExperience
1 stateRegistered in
$2BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Hcr Wealth AdvisorsMay 2021 to now
- Sjc Business ManagementDec 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hcr Wealth Advisors
$2BAssets managed
938Clients
10Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2839565
- Firm CRD
- 108676