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 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
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
1 of 1
Henry Hasty
Managing Member And Chief Compliance OfficerCRD 7262752
Contacts
1 of 1Storer Brittney
CRD 8300194
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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