Hilltop Wealth Advisors, LLC
Firm details
- Headquarters
- Chapel Hill, North Carolina
- CRD number
- 283014
- Registered since
- March 16, 2016
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.68%
- Individuals19.24%
- Corporations / Businesses0.06%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hilltop Wealth Advisors, LLC is an independent, SEC-registered RIA that began registration in 2016 and is structured as an LLC owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, manager selection, and investor education. Its advisory fees are charged as a percentage of AUM and via fixed-fee engagements. Hilltop identifies as an active ESG investor and functions as a capital allocator, incorporating external managers into client portfolios.
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 Funds83%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 11
David Wise
PartnerCRD 5677815
Christopher Hostetler
PartnerCRD 5194180
Benjamin Yeager
PartnerCRD 4456729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$208M in ETFs
98%
$203M
1%
$4.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $43M | 228,398 | 20.64% |
Location
Chapel Hill, NC
Orange
Location
Chapel Hill, NC
Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Orange
- Address
- 6340 Quadrangle Dr
- Time zone
- ET (UTC-5)
- Office locations
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