# Hilton Head Capital Partners, LLC

> Hilton Head Capital Partners, LLC is an SEC-registered investment advisory firm in Hilton Head Island, SC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 299375
- Filed as: HILTON HEAD CAPITAL PARTNERS, LLC
- Also doing business as: GOLDFINCH FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hilton Head Island, SC
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299375
- AdvisorCensus page: https://advisorcensus.com/firm/hilton-head-capital-partners-llc-hilton-head-island-sc-299375

## Quick answers

**How is Hilton Head Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hilton Head Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hilton Head Capital Partners, LLC located?**
Hilton Head Capital Partners, LLC's principal office is in Hilton Head Island, SC, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Hilton Head Capital Partners, LLC registered with the SEC or a state?**
Hilton Head Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 299375.

**How much does Hilton Head Capital Partners, LLC manage?**
Hilton Head Capital Partners, LLC reports $409,549,463 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Hilton Head Capital Partners, LLC's assets and staff changed since 2024?**
In the Form ADV data for Hilton Head Capital Partners, LLC: Regulatory assets under management: $228,215,313 in the October 2024 data and $409,549,463 in the October 2026 data, up 79%. Total employees: 2 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hilton Head Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (551); high net worth individuals (95); corporations or other businesses not listed above (18).

**Which custodians does Hilton Head Capital Partners, LLC use?**
Hilton Head Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hilton Head Capital Partners, 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/299375

**Does Hilton Head Capital Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "There is no account minimum for any of HHCP’s services. However, HHCP reserves the right to determine services provided based on suitability and investment needs."

**What changed in Hilton Head Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $253,821,111 to $409,549,463 (+61%). Added an office in St. Louis, MO. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> There is no account minimum for any of HHCP’s services. However, HHCP reserves the right to determine services provided based on suitability and investment needs.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, 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: $409,549,463
- Discretionary: $409,549,463
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 551 | $220,682,731 |
| High net worth individuals | 95 | $168,438,251 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 7 | $690,510 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 18 | $19,737,971 |
| Other | 0 | $0 |

### 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: 2024 (2 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, IL, NC, NH, OH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Conway, SC
- St. Louis, MO

### Websites listed on Form ADV (Item 1.I)
- hiltonheadcapitalpartners.com
- williamgoldfinch.com
- Facebook @HiltonHeadCapitalPartners
- Instagram @hiltonheadcapitalpartners
- LinkedIn @hilton-head-capital-partners
- LinkedIn @brucebrennerwood
- X @hiltonheadcap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $228,215,313 | 2 | July 11, 2024 |
| October 2025 | $253,821,111 | 4 | July 10, 2025 |
| October 2026 | $409,549,463 | 6 | March 19, 2026 |

Regulatory assets under management: $228,215,313 in the October 2024 data and $409,549,463 in the October 2026 data, up 79%.
Total employees: 2 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $253,821,111 to $409,549,463 (+61%).
- Added an office in St. Louis, MO.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 5 to 6.

### December 2025
- Employees performing advisory functions went from 4 to 5.
- Registered or notice-filed in GA, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hilton Head Capital Partners, LLC (CRD 299375): Form ADV filing data as of October 2026.