Hilltop Wealth Advisors, LLC
Firm details
- Headquarters
- Chapel Hill, North Carolina
- CRD number
- 283014
- Registered since
- March 16, 2016
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.68%
- Individuals19.24%
- Corporations / Businesses0.06%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hilltop Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2016. The firm serves both individual and family clients as well as institutional investors, and its ownership is held by an individual. Hilltop acts as a capital allocator, routing client capital to both public market strategies and third‑party alternatives. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and manager selection, plus educational seminars and workshops. The firm charges fees based on a percentage of assets under management as well as fixed fees. Hilltop identifies as an active ESG investor, which suggests ESG considerations are part of its manager and security selection process.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 10
Mackenzie Bell
Financial AdvisorCRD 6955861
Elizabeth Stancil
Lead AdvisorCRD 4202044
Sofia Pina
AssociateCRD 7981311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$208M in ETFs
98%
$203M
1%
$4.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $43M | 228,398 | 20.64% |
Location
Chapel Hill, NC
Orange
Location
Chapel Hill, NC
Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Orange
- Address
- 6340 Quadrangle Dr
- Time zone
- ET (UTC-5)
- Office locations
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