Addis & Hill, Incorporated
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 117495
- Registered since
- March 19, 2020
- Website
- www.addishill.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.3%
- Individuals18.32%
- Corporations / Businesses0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Addis & Hill, Incorporated is an independent, SEC-registered registered investment adviser formed as a corporation and owned by an individual. The firm works primarily with individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model combines percentage-of-AUM billing with fixed fees, and the adviser is identified as a capital allocator, indicating it places client capital with third-party managers in certain cases. The firm does not report active ESG investing and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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 Funds64%
- State & Local Bonds15%
- Investment Grade Corp Bonds9%
- Exchange Traded Equities4%
- US Government Bonds4%
Contacts
3 of 4Flynn Ryan
CRD 8322019
Kelly Bashore
Director of Investment PlanningCRD 6632710
Kent Addis
Co-Founder & PresidentCRD 2060842
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$179M in ETFs
100%
$179M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $64.4M | 187,371 | 35.97% |
Location
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 200 W Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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