Great Hill Advisory

Overview

Great Hill Advisory is an independent, SEC-registered registered investment adviser formed in 2021 and organized as a corporation with individual ownership. The firm serves both high‑net‑worth individuals and families as well as institutional clients and positions itself as a capital allocator. Its advisory offerings combine financial planning and portfolio management for individuals and small businesses with selection of other advisers and educational seminars or workshops. Great Hill also lists accountant services among its business activities. It charges fees based on a percentage of assets under management, fixed fees, and other fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives