{
  "crd_number": 141590,
  "slug": "andrew-hill-investment-advisors-inc-naples-fl-141590",
  "primary_business_name": "ANDREW HILL INVESTMENT ADVISORS, INC.",
  "legal_name": "ANDREW HILL INVESTMENT ADVISORS, INC.",
  "dbas": [
    "RESPONSIBLE ADVISORS"
  ],
  "city": "Naples",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "34940",
  "metro": {
    "cbsa_code": "34940",
    "common_name": "Naples",
    "msa_name": "Naples-Marco Island, FL",
    "path": "/advisors/fl/naples"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-17",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-07-29",
  "carried_forward": false,
  "raum_total": 231280000.0,
  "raum_discretionary": 231280000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 1591500.0,
      "count": 2,
      "description": "GUARNDIANSHIP",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 1016330.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 56315000.0,
      "count": 180
    },
    "insurance_companies": {
      "raum": 3021455.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 3692000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 156133715.0,
      "count": 60
    },
    "corporations_other_businesses": {
      "raum": 9510000.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NH",
    "NY"
  ],
  "websites": [
    "https://facebook.com/responsibleadvisors",
    "https://linkedin.com/company/andrew-hill-investment-advisors-inc-",
    "https://responsibleadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141590",
  "city_as_filed": "NAPLES",
  "url": "https://advisorcensus.com/firm/andrew-hill-investment-advisors-inc-naples-fl-141590",
  "display_name": "Andrew Hill Investment Advisors, Inc.",
  "summary": "Andrew Hill Investment Advisors, Inc. is an SEC-registered investment advisory firm in Naples, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.",
  "citation": "AdvisorCensus. Andrew Hill Investment Advisors, Inc. (CRD 141590): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Andrew Hill Investment Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Andrew Hill Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Andrew Hill Investment Advisors, Inc. located?",
      "a": "Andrew Hill Investment Advisors, Inc.'s principal office is in Naples, FL, according to its Form ADV."
    },
    {
      "q": "Is Andrew Hill Investment Advisors, Inc. registered with the SEC or a state?",
      "a": "Andrew Hill Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 141590."
    },
    {
      "q": "How much does Andrew Hill Investment Advisors, Inc. manage?",
      "a": "Andrew Hill Investment Advisors, Inc. reports $231,280,000 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Andrew Hill Investment Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Andrew Hill Investment Advisors, Inc.: Regulatory assets under management: $137,622,118 in the October 2021 data and $231,280,000 in the October 2026 data, up 68%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Andrew Hill Investment Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180); high net worth individuals (60); corporations or other businesses not listed above (8)."
    },
    {
      "q": "Which custodians does Andrew Hill Investment Advisors, Inc. use?",
      "a": "Andrew Hill Investment Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Andrew Hill Investment Advisors, Inc. 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/141590"
    },
    {
      "q": "What changed in Andrew Hill Investment Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 2 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 137622118.0,
      "total_employees": 3,
      "filing_date": "2021-06-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 152880000.0,
      "total_employees": 3,
      "filing_date": "2022-04-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 144809000.0,
      "total_employees": 4,
      "filing_date": "2023-02-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 172684067.0,
      "total_employees": 4,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 222252154.0,
      "total_employees": 4,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 231280000.0,
      "total_employees": 4,
      "filing_date": "2026-07-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES 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/andrew-hill-investment-advisors-inc-naples-fl-141590.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 180,
      "fewer_than_5": false,
      "raum": 56315000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 156133715.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3692000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1016330.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3021455.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 9510000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1591500.0
    }
  ],
  "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/141590",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}