Idle Hill Advisors LLC

RIASEC RegisteredEst. 2026

Total AUM

$107M

Discretionary

$107M

100% of AUM

Avg account

$131K

Accounts

819

Employees

Advisory reps

Firm details

Headquarters: Greenville, South Carolina
CRD number: 317040
Registered since: February 19, 2026
Website: www.wealthtrainingacademy.com
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 RIA organized as an LLC that registered with the SEC in 2026. The firm manages client portfolios on a percentage-of-AUM fee basis and describes itself as a capital allocator that selects and allocates to outside managers. Its client mix includes individual and family clients as well as institutional accounts. Core advisory services listed in regulatory filings are financial planning, portfolio management for individuals and small businesses, and manager selection. The firm also identifies itself as an active ESG investor.