HILTON HEAD FINANCIAL ADVISORS, INC.

Overview

Hilton Head Financial Advisors, Inc. is an independent registered investment adviser that has been operating since 2006 and is owned by an individual principal. The firm serves high-net-worth individuals and families as well as select institutional clients, offering financial planning and portfolio management tailored to individuals and small businesses. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm acts as a capital allocator, selecting third‑party managers where appropriate rather than relying solely on in-house vehicles. Investment posture is equity‑oriented: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. It does not position itself as an active ESG investor. Hilton Head Financial Advisors, Inc. was recognized by FA Magazine as a Top RIA firm in 2020.

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Public Holdings

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Location & Offices