ADDIS & HILL, INCORPORATED
Firm details
- Headquarters
- WAYNE, Pennsylvania
- CRD number
- 117495
- Registered since
- March 19, 2020
- Website
- www.addishill.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.3%
- Individuals18.32%
- Corporations / Businesses0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Addis & Hill, Incorporated is an independent registered investment adviser that focuses on individual and family clients. The firm is structured as a corporation and is owned by an individual; it registered with the SEC in 2020. Its advisory model combines financial planning and portfolio management for individuals and small businesses with selection of third-party advisers, and the firm describes itself as a capital allocator. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Addis & Hill does not identify as an active ESG investor, nor does it operate as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- State & Local Bonds15%
- Investment Grade Corp Bonds9%
- Exchange Traded Equities4%
- US Government Bonds4%
Contacts
3 of 3Kelly Bashore
Director of Investment PlanningCRD 6632710
KENT ADDIS
Co-Founder & PresidentCRD 2060842
JUSTIN HILL
Vice PresidentCRD 4496257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$162M in ETFs
100%
$162M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $63.1M | 211,235 | 39.01% |
Location
WAYNE, PA
DELAWARE
Location
WAYNE, PA
Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 200 W Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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