PORT WASHINGTON, NYCRD 283228Latest ADV February 18, 2026
Great Hill Advisory is an SEC registered investment adviser organized as a corporation with a primary office location in Port Washington, NY. Its latest Form ADV filing, dated February 18, 2026, reports $218M in regulatory assets under management, 8 employees, and 391 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.8% of total clients.
Top client categories% of clientsClients
1
HNWI
56.8%
67
2
Individuals
41.5%
49
3
Charitable
1.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$218Mas of February 18, 2026
Discretionary100.0%
$218M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$218M
Total Accounts391
10Y AUM Change+$114M (+109.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee15:1
10Y Employee Change+5 (+166.7%)
* 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.