Andrew Hill Investment Advisors, Inc.
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 141590
- Registered since
- June 17, 2021
- Website
- responsibleadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.51%
- Individuals24.35%
- Corporations / Businesses4.11%
- Pension & Profit Sharing Plans1.6%
- Insurance Companies1.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Andrew Hill Investment Advisors, Inc. is an independent registered investment adviser that registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing model mixes asset-based fees with hourly and fixed-fee engagements. The firm describes itself as an equity-oriented manager with an active ESG posture. It is organized as a corporation with individual ownership and does not present itself primarily as a capital allocator to third-party managers. The firm lists an industry affiliation with a law firm.
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
- Exchange Traded Equities50%
- State & Local Bonds20%
- Investment Grade Corp Bonds15%
- US Government Bonds5%
- Public Funds/Mutual Funds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$11.5M in ETFs
92%
$10.6M
8%
$873K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRASHORT S&P500 (SDS) | ProShares | Passive | Trading Inverse Equity | $2.3M | 42,820 | 20.31% |
Location
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 4089 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
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