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, SEC‑registered advisory firm organized as a corporation and active since 2021. The firm serves both individual and family clients as well as institutional accounts, offering fee models that include percentage‑of‑AUM, hourly, and fixed‑fee arrangements. Core services listed include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm identifies itself as an active ESG investor and indicates it does not operate as a dedicated capital allocator.
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 10Active vs passive
$5.5M in ETFs
59%
$3.2M
41%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $977K | 19,141 | 17.90% |
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
Similar firms
Pento Portfolio Strategies, LLC
RIANaples, FL
Buckeye-Pacific
RIANaples, FL
Riverglades Family Offices, LLC
RIANaples, FL
Southcol Advisors
RIANaples, FL
Mcdermott Investment Advisors, LLC
RIANaples, FL
Cambier Capital, LLC
RIANaples, FL