# Brandon Hill Wealth Management, LLC

> Brandon Hill Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 315778
- Filed as: BRANDON HILL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315778
- AdvisorCensus page: https://advisorcensus.com/firm/brandon-hill-wealth-management-llc-315778

## Quick answers

**How is Brandon Hill Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brandon Hill Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Brandon Hill Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated June 9, 2026 states: Asset-based fee: 0.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Brandon Hill Wealth Management, LLC registered with the SEC or a state?**
Brandon Hill Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 315778.

**How much does Brandon Hill Wealth Management, LLC manage?**
Brandon Hill Wealth Management, LLC reports $48,388,343 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**What types of clients does Brandon Hill Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (9).

**Which custodians does Brandon Hill Wealth Management, LLC use?**
Brandon Hill Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Brandon Hill Wealth Management, LLC 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/315778

**Does Brandon Hill Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 9, 2026 says: "BHWM typically requires a minimum account size of $500,000 for investment management services, which may be negotiable at our discretion."

**What changed in Brandon Hill Wealth Management, LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 9, 2026)

- Asset-based fee: 0.5% of assets a year

> The typical fee for investment management services is 0.50% of assets under management per annum.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> BHWM typically requires a minimum account size of $500,000 for investment management services, which may be negotiable at our discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- J.P. Morgan Securities 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: $48,388,343
- Discretionary: $48,388,343
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,722,464 |
| High net worth individuals | 10 | $44,665,879 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brandonhillwealthmgmt.com

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brandon Hill Wealth Management, LLC (CRD 315778): Form ADV filing data as of October 2026.