Hilton Head Financial Advisors, Inc.
● SEC registered since 2006CRD 140249SEC# 801-66568Hilton Head, SC
Reg. AUM
$375.1M
Employees
3
Accounts
582
Location
Hilton Head, SC
Hilton Head Financial Advisors, Inc. assets under management
Hilton Head Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in Hilton Head, SC. The firm has been registered since 2006. It reports $375.1 million in regulatory assets under management and employs 3 people.
Hilton Head Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathaniel Jones Control | President | Over 75% | 1997 |
| Nathaniel Jones Control | Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Hilton Head Financial Advisors, Inc. manage?
Hilton Head Financial Advisors, Inc. reports $375.1 million in regulatory assets under management on its Form ADV.
How many employees does Hilton Head Financial Advisors, Inc. have?
Hilton Head Financial Advisors, Inc. reports 3 employees.
Where is Hilton Head Financial Advisors, Inc. located?
Hilton Head Financial Advisors, Inc. is based in Hilton Head, SC and has been SEC-registered since 2006.
Does Hilton Head Financial Advisors, Inc. disclose fund performance?
Hilton Head Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3600 Main Street, Suite 200, Hilton Head, SC 29926 |
| Phone | 843-681-8300 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$375.1M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$375.1Mregulatory AUM
Discretionary $364.7MNon-discretionary $10.4M