IDLE HILL ADVISORS LLC

RIASEC RegisteredEst. 2026
Total AUM
$107M
Discretionary
$107M
100% of AUM
Avg account
$131K
Accounts
819
Employees
7
Advisory reps
4

Firm details

Headquarters
GREENVILLE, South Carolina
CRD number
317040
Registered since
February 19, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI56.72%
  • Individuals42.84%
  • Pension & Profit Sharing Plans0.42%
  • Charitable Organizations0.03%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Idle Hill Advisors LLC is an independent, individual-owned SEC-registered RIA that positions itself as a capital allocator for both individual/family and institutional clients. The firm delivers fee-based advisory services (percentage of AUM) focused on financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Idle Hill emphasizes public funds and mutual funds as core building blocks of client portfolios, while also allocating to third-party alternative managers in venture capital and real estate. The firm identifies as an active ESG investor, which informs manager selection and portfolio construction alongside traditional risk and return considerations. Industry relationships include working with accounting and insurance firms to support client needs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Cash & Cash Equivalents 21%, Exchange Traded Equities 20%59%
  • Public Funds/Mutual Funds59%
  • Cash & Cash Equivalents21%
  • Exchange Traded Equities20%

Owners & executives

2 of 2
  • Jonathan Shinkle

    Personal CFOCRD 8258406

  • Henry Hasty

    Managing Member And Chief Compliance OfficerCRD 7262752

Contacts

2 of 2
  • EDWARD STORER

    Founder, Owner and AdvisorCRD 2261025

  • Christopher Wright

    Investment Adviser RepresentativeCRD 6299869

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

GREENVILLE, SC

GREENVILLE

Location

GREENVILLE, SC

Headquartered in GREENVILLE, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
GREENVILLE
Address
201 Roper Creek Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth