George Hill Asset Management, LLC

RIASEC Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$945K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284489
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

George Hill Asset Management, LLC is a small, equity-focused registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and runs all of its reported advisory assets on a discretionary basis. Filings indicate a clear preference for exchange-traded equities as the primary allocation vehicle, with mutual funds and corporate debt used as complementary building blocks. The firm does not position itself as an ESG investor and appears to operate as a single-owner, unclassified adviser serving a handful of individual and family clients. Given the size of its client base, the adviser’s model is likely hands-on and tailored rather than productized at scale.

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • George Hill

    Managing Member And Chief Compliance OfficerCRD 2720961

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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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth