Andrew Hill Investment Advisors, Inc.

RIASEC Registered

Total AUM

$231M

Discretionary

$231M

100% of AUM

Avg account

$472K

Accounts

490

Employees

Advisory reps

Firm details

Headquarters: Naples, Florida
CRD number: 141590
Registered since: June 17, 2021
Website: responsibleadvisors.com
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 registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing model mixes asset-based fees with hourly and fixed-fee engagements. The firm describes itself as an equity-oriented manager with an active ESG posture. It is organized as a corporation with individual ownership and does not present itself primarily as a capital allocator to third-party managers. The firm lists an industry affiliation with a law firm.