# Brock Hill Wealth Management

> Brock Hill Wealth Management is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 324946
- Filed as: BROCK HILL WEALTH MANAGEMENT
- Legal name: Brock Hill Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324946
- AdvisorCensus page: https://advisorcensus.com/firm/brock-hill-wealth-management-324946

## Quick answers

**How is Brock Hill Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Brock Hill Wealth Management 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.

**Is Brock Hill Wealth Management registered with the SEC or a state?**
Brock Hill Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324946.

**How much does Brock Hill Wealth Management manage?**
Brock Hill Wealth Management reports $87,049,089 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (97% discretionary).

**What types of clients does Brock Hill Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (21).

**Does Brock Hill Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324946

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $87,049,089
- Discretionary: $84,049,089
- Non-discretionary: $3,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $11,606,560 |
| High net worth individuals | 50 | $75,442,529 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brockhillwealth.com
- Facebook @BrockHillPrivateAdvisors
- LinkedIn @brock-hill-private-advisors
- LinkedIn @jared-h-brock-cfp®-73438aa
- LinkedIn @ryan-hill-1505b63a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brock Hill Wealth Management (CRD 324946): Form ADV filing data as of October 2026.