FEDERAL HILL CAPITAL MANAGEMENT

Overview

Federal Hill Capital Management is an independent registered investment adviser structured as a limited liability company that serves individual and family clients, with institutional relationships for small businesses and other organizations. The firm runs a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements, and it also operates an insurance brokerage practice that supports placement of annuities and other insurance solutions alongside investment advice. Investment activity is centered on liquid public equities as the primary allocation, with a clear preference for exchange-traded instruments. Management favors discretionary mandates—nearly all client assets are managed on a discretionary basis—while maintaining some non-discretionary relationships for clients who prefer to retain trading authority. Federal Hill Capital Management does not position itself as an active ESG investor and is not organized as a capital allocator; instead it sources exposure to alternative strategies through external third-party managers. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional clients. Given its insurance capabilities and the mention of annuities, Federal Hill Capital Management integrates insurance products into client solutions when appropriate, often to address income guarantees, risk transfer, or estate-planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices