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 formed in 2016 and organized as an LLC with individual ownership. The firm acts as a capital allocator for both individuals/families and institutional clients and charges clients using a mix of percentage-of-AUM and fixed-fee arrangements. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting work, and educational seminars and workshops. The firm identifies as an active ESG investor.
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 35Active vs passive
$180M in ETFs
98%
$176M
<1%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $37.4M | 241,251 | 20.79% |
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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