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 provides fee-based wealth management, financial planning and portfolio management to individuals, families and some institutional clients. The firm is SEC-registered since 2021 and is structured as a corporation with an individual owner. Service lines include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements combine a percentage of assets under management with hourly and fixed-fee engagements, supporting both ongoing advisory relationships and project-based work. Investment posture is equity-oriented with a clear preference for exchange-traded equities and ETFs, while also incorporating ESG considerations — the firm identifies as an active ESG investor. It does not operate as a capital allocator or multi-state adviser, and it lists a law firm among its industry affiliations, suggesting referral or professional-service relationships that support its client base.
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%
Contacts
3 of 4Christopher Vernon
Investment Adviser RepresentativeCRD 6660737
JENNIFER FIGURELLI
Co-Founder and Managing DirectorCRD 5651089
ANDREW HILL
President, Co-FounderCRD 5244027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$9.9M in ETFs
73%
$7.2M
16%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $5.1M | 11,927 | 51.99% |
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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