Hilton Head Capital Partners, LLC
Firm details
- Headquarters
- Hilton Head Island, South Carolina
- CRD number
- 299375
- Registered since
- July 2, 2024
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.88%
- HNWI41.13%
- Corporations / Businesses4.82%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hilton Head Capital Partners, LLC is an independent, SEC‑registered investment adviser that describes itself as a capital allocator serving both individuals/families and institutional clients. The firm was registered with the SEC in 2024 and is organized as a limited liability company owned by an individual. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include assets‑under‑management fees as well as hourly and fixed‑fee engagements. The firm is not identified as an active ESG investor and does not report multi‑state advisory authorization.
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
- Exchange Traded Equities42%
- Cash & Cash Equivalents34%
- Public Funds/Mutual Funds17%
- Investment Grade Corp Bonds2%
- Private Funds2%
Owners & executives
1 of 1
Paul Felsch
CEO & FounderCRD 5811362
Contacts
3 of 7Glen Roberts
PresidentCRD 2274147
Bruce Wood
Managing Partner, Financial AdvisorCRD 844688
William Goldfinch
Branch ManagerCRD 5343764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 286Active vs passive
$91.7M in ETFs
51%
$46.7M
42%
$44.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $11.7M | 195,302 | 12.73% |
Location
Hilton Head Island, SC
Beaufort
Location
Hilton Head Island, SC
Headquartered in Hilton Head Island, SC, in the South of the United States.
- Region
- South
- County
- Beaufort
- Address
- 7 Lafayette Pl
- Time zone
- ET (UTC-5)
- Office locations
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