Data / Investment advisers / South Carolina / Hilton Head Financial Advisors, Inc.
Hilton Head Financial Advisors, Inc., Hilton Head, SC: $375 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hilton Head Financial Advisors, Inc. is an SEC registered investment adviser with its main office in Hilton Head, South Carolina and reports $375 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, 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 Financial Advisors, Inc. (CRD number 140249): 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
- 140249
- SEC file number
- 801-66568
- SEC status
- Approved, effective May 30, 2006
- Main office
- 3600 Main Street Suite 200, Hilton Head, SC 29926
- Phone
- (843) 681-8300
- Regulatory AUM
- $375,112,166 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $364,709,580
- Non discretionary AUM
- $10,402,586
- Accounts
- 582
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 |
|---|---|---|
| High net worth individuals | 39 | $288.3 million |
| Individuals (other than high net worth individuals) | 133 | $58.3 million |
| Corporations or other businesses | 1 | $28.5 million |
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 | $375.1 million | March 31, 2026 |
| December 1, 2025 | $358.7 million | March 31, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hilton Head Capital Partners, LLC | Hilton Head Island | $409.5 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 |
| Family Legacy, Inc. | Greenville | $377.3 million | Not listed | adviserinfo.sec.gov |
| Hanover Advisors, Inc | Seneca | $354.9 million | Not listed | adviserinfo.sec.gov |
| Norris Financial Group, LLC | Greenville | $353 million | Not listed | adviserinfo.sec.gov |
| Altriarch Asset Management, LLC | Charleston | $349.1 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Hilton Head Financial Advisors, Inc. 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.