Andrew Hill Investment Advisors, Inc.

RIASEC RegisteredEst. 2021
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$472K
Accounts
490
Employees
4
Advisory reps
4

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

FINTRX

Overview

Andrew Hill Investment Advisors, Inc. is an independent, SEC-registered RIA (registered in 2021) owned by an individual. The firm serves both individual and family clients as well as institutional clients and delivers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. FINTRX flags the firm as an active ESG investor and notes an industry affiliation with a law firm. The firm is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, State & Local Bonds 20%, Investment Grade Corp Bonds 15%, US Government Bonds 5%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 5%50%
  • Exchange Traded Equities50%
  • State & Local Bonds20%
  • Investment Grade Corp Bonds15%
  • US Government Bonds5%
  • Public Funds/Mutual Funds5%

Contacts

3 of 4

  • Christopher Vernon

    Investment Adviser RepresentativeCRD 6660737

  • Jennifer Figurelli

    Jennifer Figurelli

    Co-Founder and Managing DirectorCRD 5651089

  • Andrew Hill

    Andrew Hill

    President, Co-FounderCRD 5244027

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$5.5M in ETFs

Passive

59%

$3.2M

Active

41%

$2.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES FLOATING RATE BOND ETF (FLOT)BlackRockPassiveUltrashort Bond$977K19,14117.90%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth