Addis & Hill, Incorporated

Overview

Addis & Hill, Incorporated is an independent, individually owned registered investment adviser that began SEC registration in 2020. The firm concentrates on serving individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers when clients need access to specialist managers. Its fee options include percentage-of-AUM billing as well as fixed fees, and the firm identifies itself as a capital allocator rather than a pure boutique manager. The firm is not positioned as an ESG investor and is not noted as a multi-state adviser in the provided data. Advisory activity emphasizes tailored planning and outsourced manager selection alongside day-to-day portfolio oversight.

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Public Holdings

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Location & Offices