ANDREW HILL INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 2021
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$472K
Accounts
490
Employees
4
Advisory reps
4

Firm details

Headquarters
NAPLES, Florida
CRD number
141590
Registered since
June 17, 2021
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.51%
  • Individuals24.35%
  • Corporations / Businesses4.11%
  • Pension & Profit Sharing Plans1.6%
  • Insurance Companies1.31%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Andrew Hill Investment Advisors, Inc. is an independent registered investment adviser that provides fee-based wealth management, financial planning and portfolio management to individuals, families and some institutional clients. The firm is SEC-registered since 2021 and is structured as a corporation with an individual owner. Service lines include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements combine a percentage of assets under management with hourly and fixed-fee engagements, supporting both ongoing advisory relationships and project-based work. Investment posture is equity-oriented with a clear preference for exchange-traded equities and ETFs, while also incorporating ESG considerations — the firm identifies as an active ESG investor. It does not operate as a capital allocator or multi-state adviser, and it lists a law firm among its industry affiliations, suggesting referral or professional-service relationships that support its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, State & Local Bonds 20%, Investment Grade Corp Bonds 15%, US Government Bonds 5%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 5%50%
  • Exchange Traded Equities50%
  • State & Local Bonds20%
  • Investment Grade Corp Bonds15%
  • US Government Bonds5%
  • Public Funds/Mutual Funds5%

Contacts

3 of 4
  • Christopher Vernon

    Investment Adviser RepresentativeCRD 6660737

  • JENNIFER FIGURELLI

    Co-Founder and Managing DirectorCRD 5651089

  • ANDREW HILL

    President, Co-FounderCRD 5244027

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 9

Active vs passive

$9.9M in ETFs

Passive

73%

$7.2M

Active

16%

$2.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$5.1M11,92751.99%

Location

Primary office

NAPLES, FL

COLLIER

Location

NAPLES, FL

Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
COLLIER
Address
4089 Tamiami Trl N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth