Overview
Assets Under Management: $254 million
Headquarters: HILTON HEAD ISLAND, SC
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 691
Discretionary Accounts: 691
Regulatory Filings
CRD Number: 299375
Filing ID: 2002903
Last Filing Date: 2025-07-10 08:12:00
Website: https://hiltonheadcp.com