Idle Hill Advisors LLC

RIASEC & State Registered
Total AUM
$107M
Discretionary
$107M
100% of AUM
Avg account
$131K
Accounts
819
Employees
7
Advisory reps
2

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 operates as an independent, fee-based registered investment adviser organized as an LLC. The firm is set up to manage assets for both individual/family and institutional clients and identifies itself as a capital allocator that sources external managers. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The adviser reports active consideration of environmental, social, and governance (ESG) factors in its investment process and lists relationships with an accountant and an insurance company as industry affiliations. Fee billing is based on a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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: 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

1 of 1
  • Henry Hasty

    Henry Hasty

    Managing Member And Chief Compliance OfficerCRD 7262752

Contacts

1 of 1
  • Storer Brittney

    CRD 8300194

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