HILTON HEAD ISLAND, SCCRD 299375Latest ADV March 19, 2026
Hilton Head Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hilton Head Island, SC. Its latest Form ADV filing, dated March 19, 2026, reports $410M in regulatory assets under management, 6 employees, 4 offices, and 1,370 accounts.
Assets Under Management
$410M
Employees
6
Offices
4 offices
Total Clients
671
Primary office
HILTON HEAD ISLAND, SC
7 LAFAYETTE PLACE, SUITE B, HILTON HEAD ISLAND, SC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.1% of total clients.
Top client categories% of clientsClients
1
Individuals
82.1%
551
2
HNWI
14.2%
95
3
Corporations
2.7%
18
4
Charitable
1.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$410Mas of March 19, 2026
Discretionary100.0%
$410M
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$410M
Total Accounts1,370
10Y AUM Change+$181M (+79.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee112:1
10Y Employee Change+4 (+200.0%)
* 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.