HILTON HEAD, SCCRD 140249Latest ADV March 31, 2026
Hilton Head Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hilton Head, SC. Its latest Form ADV filing, dated March 31, 2026, reports $375M in regulatory assets under management, 3 employees, and 582 accounts.
Assets Under Management
$375M
Employees
3
Offices
--
Total Clients
173
Primary office
HILTON HEAD, SC
3600 MAIN STREET, SUITE 200, HILTON HEAD, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
133
2
HNWI
22.5%
39
3
Corporations
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$375Mas of March 31, 2026
Discretionary97.2%
$365M
97% of total RAUM97.2%
Non-discretionary2.8%
$10M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$375M
Total Accounts582
10Y AUM Change+$234M (+165.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.