# Addis & Hill, Incorporated

> 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.

- CRD: 117495
- Filed as: ADDIS & HILL, INCORPORATED
- Also doing business as: ADDIS & HILL INVESTMENTS, ADDIS HILL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117495
- AdvisorCensus page: https://advisorcensus.com/firm/addis-and-hill-incorporated-wayne-pa-117495

## Quick answers

**How is Addis & Hill, Incorporated compensated?**
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).

**Where is Addis & Hill, Incorporated located?**
Addis & Hill, Incorporated's principal office is in Wayne, PA, according to its Form ADV.

**Is Addis & Hill, Incorporated registered with the SEC or a state?**
Addis & Hill, Incorporated is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 117495.

**How much does Addis & Hill, Incorporated manage?**
Addis & Hill, Incorporated reports $253,958,290 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**How have Addis & Hill, Incorporated's assets and staff changed since 2021?**
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.

**What types of clients does Addis & Hill, Incorporated serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (73).

**Which custodians does Addis & Hill, Incorporated use?**
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.

**Does Addis & Hill, Incorporated report any disciplinary disclosures?**
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

**What changed in Addis & Hill, Incorporated's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Minimum annual fee: $5,000

> Addis Hill’s minimum annual fee is $5000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $253,958,290
- Discretionary: $253,958,290
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $46,513,575 |
| High net worth individuals | 73 | $206,478,456 |
| Corporations or other businesses not listed above | Fewer than 5 | $966,259 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- addishill.com
- Facebook @AddisHillInc
- Instagram @AddisHill
- LinkedIn @addis-&-hill
- X @AddisHill

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,315,633 | 5 | April 28, 2021 |
| October 2022 | $142,795,441 | 5 | July 27, 2022 |
| October 2023 | $124,651,622 | 5 | April 25, 2023 |
| October 2024 | $147,254,860 | 5 | August 7, 2024 |
| October 2025 | $218,864,860 | 6 | May 21, 2025 |
| October 2026 | $253,958,290 | 6 | April 8, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $218,864,860 to $253,958,290 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Addis & Hill, Incorporated (CRD 117495): Form ADV filing data as of October 2026.