# Great Hill Advisory

> Great Hill Advisory is an SEC-registered investment advisory firm in Port Washington, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 283228
- Filed as: GREAT HILL ADVISORY
- Legal name: Great Hill Advisory Ltd.
- Also doing business as: BAYSIDE TAX & WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Port Washington, NY
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283228
- AdvisorCensus page: https://advisorcensus.com/firm/great-hill-advisory-port-washington-ny-283228

## Quick answers

**How is Great Hill Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Great Hill Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Great Hill Advisory charge?**
Its Form ADV Part 2A brochure dated June 17, 2026 states: Subscription: $3,000 a year (Comprehensive Financial Planning - Retainer Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Great Hill Advisory located?**
Great Hill Advisory's principal office is in Port Washington, NY, according to its Form ADV; the June 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Great Hill Advisory registered with the SEC or a state?**
Great Hill Advisory is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283228.

**How much does Great Hill Advisory manage?**
Great Hill Advisory reports $218,409,500 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).

**How have Great Hill Advisory's assets and staff changed since 2021?**
In the Form ADV data for Great Hill Advisory: Regulatory assets under management: $104,200,000 in the October 2021 data and $218,409,500 in the October 2026 data, up 110%. Total employees: 3 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Great Hill Advisory serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (49); charitable organizations (2).

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

**Does Great Hill Advisory 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/283228

**Does Great Hill Advisory state an account minimum?**
Its Form ADV Part 2A brochure dated June 17, 2026 says: "We do not have a minimum account size requirement."

**What changed in Great Hill Advisory's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $178,440,366 to $218,409,500 (+22%). No longer lists an office in Huntington, NY. Registered or notice-filed in CA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Minimum annual fee: $3,000

> Great Hill Advisory, Ltd., also dba Bayside Tax and Wealth, has a quarterly retainer fee starting at an annualized 0.7% of investable assets, with a minimum annual fee of $3,000 per year.

- Subscription: $3,000 a year (Comprehensive Financial Planning - Retainer Fee)

> Great Hill Advisory, Ltd., also dba Bayside Tax and Wealth, has a quarterly retainer fee starting at an annualized 0.7% of investable assets, with a minimum annual fee of $3,000 per year.

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

### Custodians (Schedule D, Section 5.K(3))
- Betterment Securities
- Charles Schwab & Co., Inc.

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: $218,409,500
- Discretionary: $218,409,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $15,148,023 |
| High net worth individuals | 67 | $198,860,257 |
| Charitable organizations | 2 | $4,401,220 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2025 filing
- Huntington, NY

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $104,200,000 | 3 | August 19, 2021 |
| October 2022 | $153,000,000 | 5 | March 10, 2022 |
| October 2023 | $137,166,363 | 4 | May 16, 2023 |
| October 2024 | $138,236,135 | 4 | July 23, 2024 |
| October 2025 | $178,440,366 | 6 | May 1, 2025 |
| October 2026 | $218,409,500 | 8 | June 17, 2026 |

Regulatory assets under management: $104,200,000 in the October 2021 data and $218,409,500 in the October 2026 data, up 110%.
Total employees: 3 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $178,440,366 to $218,409,500 (+22%).
- No longer lists an office in Huntington, NY.
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Hill Advisory (CRD 283228): Form ADV filing data as of October 2026.