{
  "crd_number": 117495,
  "slug": "addis-and-hill-incorporated-wayne-pa-117495",
  "primary_business_name": "ADDIS & HILL, INCORPORATED",
  "legal_name": "ADDIS & HILL, INCORPORATED",
  "dbas": [
    "ADDIS & HILL INVESTMENTS",
    "ADDIS HILL"
  ],
  "city": "Wayne",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-03-19",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-04-08",
  "carried_forward": false,
  "raum_total": 253958290.0,
  "raum_discretionary": 253958290.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 46513575.0,
      "count": 86
    },
    "high_net_worth_individuals": {
      "raum": 206478456.0,
      "count": 73
    },
    "corporations_other_businesses": {
      "raum": 966259.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA",
    "TX"
  ],
  "websites": [
    "https://addishill.com",
    "https://facebook.com/AddisHillInc?rf=168107423204993",
    "https://instagram.com/AddisHill",
    "https://linkedin.com/company/addis-&-hill",
    "https://x.com/AddisHill"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117495",
  "city_as_filed": "WAYNE",
  "url": "https://advisorcensus.com/firm/addis-and-hill-incorporated-wayne-pa-117495",
  "display_name": "Addis & Hill, Incorporated",
  "summary": "Addis & Hill, Incorporated is an SEC-registered investment advisory firm in Wayne, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.",
  "citation": "AdvisorCensus. Addis & Hill, Incorporated (CRD 117495): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Addis & Hill, Incorporated compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Addis & Hill, Incorporated reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Addis & Hill, Incorporated located?",
      "a": "Addis & Hill, Incorporated's principal office is in Wayne, PA, according to its Form ADV."
    },
    {
      "q": "Is Addis & Hill, Incorporated registered with the SEC or a state?",
      "a": "Addis & Hill, Incorporated is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 117495."
    },
    {
      "q": "How much does Addis & Hill, Incorporated manage?",
      "a": "Addis & Hill, Incorporated reports $253,958,290 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Addis & Hill, Incorporated's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Addis & Hill, Incorporated: Regulatory assets under management: $111,315,633 in the October 2021 data and $253,958,290 in the October 2026 data, up 128%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Addis & Hill, Incorporated serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (73)."
    },
    {
      "q": "Which custodians does Addis & Hill, Incorporated use?",
      "a": "Addis & Hill, Incorporated's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Addis & Hill, Incorporated report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117495"
    },
    {
      "q": "What changed in Addis & Hill, Incorporated's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $218,864,860 to $253,958,290 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 111315633.0,
      "total_employees": 5,
      "filing_date": "2021-04-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 142795441.0,
      "total_employees": 5,
      "filing_date": "2022-07-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 124651622.0,
      "total_employees": 5,
      "filing_date": "2023-04-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 147254860.0,
      "total_employees": 5,
      "filing_date": "2024-08-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 218864860.0,
      "total_employees": 6,
      "filing_date": "2025-05-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 253958290.0,
      "total_employees": 6,
      "filing_date": "2026-04-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $218,864,860 to $253,958,290 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 18, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "Addis Hill’s minimum annual fee is $5000."
        ]
      }
    ],
    "quotes": [
      "Addis Hill’s minimum annual fee is $5000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/addis-and-hill-incorporated-wayne-pa-117495.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 86,
      "fewer_than_5": false,
      "raum": 46513575.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 73,
      "fewer_than_5": false,
      "raum": 206478456.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 966259.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117495",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}