Hillcrest Wealth Advisors - Ny, LLC
Firm details
- Headquarters
- Holmdel, New Jersey
- CRD number
- 126818
- Registered since
- April 28, 2010
- Website
- hcwadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.85%
- Corporations / Businesses0.64%
- Individuals0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hillcrest Wealth Advisors - Ny, LLC is an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2010. The firm functions as a capital allocator for both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee model blends percentage-of-AUM billing with hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and reports operating from a single state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities62%
- State & Local Bonds18%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$283M in ETFs
100%
$283M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $68M | 96,974 | 24.05% |
Location
Holmdel, NJ
Monmouth
Location
Holmdel, NJ
Headquartered in Holmdel, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 101 Crawfords Corner Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Empire Financial Management Company, LLC
RIAHolmdel, NJ
Unique Financial Advisors LLC
RIAHolmdel, NJ
Zais Group
RIAHolmdel, NJ
Indousequities LLC
RIAHolmdel, NJ
Wealth Quarterback LLC
RIAToms River, NJ
Green Ridge Wealth Planning LLC
RIAMontville, NJ