Center Hill Wealth, LLC

RIAState Registered
Total AUM
$21.3M
Discretionary
$21.3M
100% of AUM
Avg account
$147K
Accounts
145
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
323647
Registered since
January 12, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals54.48%
  • HNWI45.52%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Center Hill Wealth, LLC is a small, privately owned limited liability company that provides discretionary portfolio management and advisory services to both individual/family clients and institutional/business accounts. The firm is state-registered in Mississippi and Tennessee and bills clients on a percentage-of-assets-under-management basis. Its advisory offering includes portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, pension consulting work, and the selection of outside advisers. Center Hill Wealth identifies itself as a capital allocator and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 62%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth