Data / Investment advisers / South Carolina / Hilton Head Capital Partners, LLC
Hilton Head Capital Partners, LLC, Hilton Head Island, SC: $410 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hilton Head Capital Partners, LLC is an SEC registered investment adviser with its main office in Hilton Head Island, South Carolina and reports $410 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Hilton Head Capital Partners, LLC (CRD number 299375): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 299375
- SEC file number
- 801-130275
- SEC status
- Approved, effective July 2, 2024
- Main office
- 7 Lafayette Place Suite B, Hilton Head Island, SC 29926
- Phone
- (843) 790-7573
- Regulatory AUM
- $409,549,463 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $409,549,463
- Accounts
- 1,370
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 551 | $220.7 million |
| High net worth individuals | 95 | $168.4 million |
| Corporations or other businesses | 18 | $19.7 million |
| Charitable organizations | 7 | $690,510 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $409.5 million | March 19, 2026 |
| December 1, 2025 | $253.8 million | November 26, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Cavanaugh Group Inc | Kiawah Island | $485.7 million | Not listed | adviserinfo.sec.gov |
| Match Grade Advisors | Greenville | $479.4 million | Not listed | adviserinfo.sec.gov |
| Websterrogers Financial Advisors, LLC | Florence | $460.5 million | Not listed | adviserinfo.sec.gov |
| Hardin Capital Partners, LLC | Greenville | $447.8 million | Not listed | adviserinfo.sec.gov |
| Primetrust Advisors LLC | Greenville | $421.6 million | Not listed | adviserinfo.sec.gov |
| Ballast Rock Private Wealth | Charleston | $405.7 million | Not listed | adviserinfo.sec.gov |
| Gunderson Capital Management | Mount Pleasant | $395.8 million | Not listed | adviserinfo.sec.gov |
| Goepper Burkhardt LLC | Greenville | $380.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Hilton Head Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.