IDLE HILL ADVISORS LLC
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
FINTRXOverview
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
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 Funds59%
- Cash & Cash Equivalents21%
- Exchange Traded Equities20%
Owners & executives
2 of 2Jonathan Shinkle
Personal CFOCRD 8258406
Henry Hasty
Managing Member And Chief Compliance OfficerCRD 7262752
Contacts
2 of 2EDWARD STORER
Founder, Owner and AdvisorCRD 2261025
Christopher Wright
Investment Adviser RepresentativeCRD 6299869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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