Hilton Head Capital Partners, LLC
Firm details
- Headquarters
- Hilton Head Island, South Carolina
- CRD number
- 299375
- Registered since
- July 2, 2024
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.88%
- HNWI41.13%
- Corporations / Businesses4.82%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hilton Head Capital Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm positions itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Its ownership is listed as individual, and it operates as a standalone RIA rather than as a related adviser or pension consultant.
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 Equities42%
- Cash & Cash Equivalents34%
- Public Funds/Mutual Funds17%
- Investment Grade Corp Bonds2%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 267Active vs passive
$95.1M in ETFs
46%
$43.7M
47%
$51.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $14.8M | 248,582 | 15.55% |
Location
Hilton Head Island, SC
Beaufort
Location
Hilton Head Island, SC
Headquartered in Hilton Head Island, SC, in the South of the United States.
- Region
- South
- County
- Beaufort
- Address
- 7 Lafayette Pl
- Time zone
- ET (UTC-5)
- Office locations
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