HIP Investor, Inc.

RIASEC Registered
Total AUM
$26.7M
Discretionary
$26.7M
100% of AUM
Avg account
$113K
Accounts
237
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
149825
Custodians
CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Other
Client types
  • HNWI67.35%
  • Charitable Organizations16.03%
  • Individuals12.43%
  • Corporations / Businesses4.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

HIP Investor, Inc. is an independent registered investment adviser that centers its practice on equity-heavy portfolios and ESG-informed decision making. The firm serves individual and family clients with a mix of financial planning, portfolio management and educational services, and it publishes research and runs workshops that support its advisory process. HIP Investor identifies as an active ESG investor, which shapes security selection and manager due diligence alongside traditional financial metrics. Manager allocation activity favors liquid, listed securities but the firm also has relationships and processes to access third‑party alternative managers when clients need exposure beyond public markets.

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 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Ross Herman

    Ross Herman

    CEO & FounderCRD 5650505

Contacts

3 of 3
  • Megan Morrice

    Megan Morrice

    Senior AdvisorCRD 5131675

  • Jessica Skylar

    Jessica Skylar

    Board MemberCRD 5684857

  • Nicholas Gower

    Nicholas Gower

    PresidentCRD 7995902

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

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth