Overview
Assets Under Management: $254 million
Headquarters: HILTON HEAD ISLAND, SC
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
HILTON HEAD CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299375), HILTON HEAD CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
HILTON HEAD CAPITAL PARTNERS, LLC is headquartered in HILTON HEAD ISLAND, SC.
HILTON HEAD CAPITAL PARTNERS, LLC serves 57 high-net-worth clients according to their SEC filing dated November 26, 2025. View client details ↓
According to their SEC Form ADV, HILTON HEAD CAPITAL PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HILTON HEAD CAPITAL PARTNERS, LLC manages $254 million in client assets according to their SEC filing dated November 26, 2025.
According to their SEC Form ADV, HILTON HEAD CAPITAL PARTNERS, LLC serves high-net-worth individuals. View client details ↓
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: 2029519
Last Filing Date: 2025-11-26 06:22:43
Website: 3