Overview
Assets Under Management: $107 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 57
Average Client Assets: $1.1 million
Frequently Asked Questions
IDLE HILL ADVISORS 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 #317040), IDLE HILL ADVISORS LLC is subject to fiduciary duty under federal law.
IDLE HILL ADVISORS LLC is headquartered in GREENVILLE, SC.
IDLE HILL ADVISORS LLC serves 57 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, IDLE HILL ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
IDLE HILL ADVISORS LLC manages $107 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, IDLE HILL ADVISORS 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: 56.72%
Average Client Assets: $1.1 million
Total Client Accounts: 819
Discretionary Accounts: 816
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 317040
Filing ID: 2081135
Last Filing Date: 2026-03-24 15:34:36