# Hilton Head Financial Advisors, Inc.

> Hilton Head Financial Advisors, Inc. is an SEC-registered investment advisory firm in Hilton Head, SC, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 140249
- Filed as: HILTON HEAD FINANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hilton Head, SC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140249
- AdvisorCensus page: https://advisorcensus.com/firm/hilton-head-financial-advisors-inc-hilton-head-sc-140249

## Quick answers

**How is Hilton Head Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hilton Head Financial 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.

**Where is Hilton Head Financial Advisors, Inc. located?**
Hilton Head Financial Advisors, Inc.'s principal office is in Hilton Head, SC, according to its Form ADV.

**Is Hilton Head Financial Advisors, Inc. registered with the SEC or a state?**
Hilton Head Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140249.

**How much does Hilton Head Financial Advisors, Inc. manage?**
Hilton Head Financial Advisors, Inc. reports $375,112,166 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).

**How have Hilton Head Financial Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Hilton Head Financial Advisors, Inc.: Regulatory assets under management: $233,044,020 in the October 2021 data and $375,112,166 in the October 2026 data, up 61%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hilton Head Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); high net worth individuals (39); corporations or other businesses not listed above (1).

**Which custodians does Hilton Head Financial Advisors, Inc. use?**
Hilton Head Financial Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co. Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hilton Head Financial Advisors, Inc. 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/140249

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $375,112,166
- Discretionary: $364,709,580
- Non-discretionary: $10,402,586

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $58,267,565 |
| High net worth individuals | 39 | $288,310,548 |
| Corporations or other businesses not listed above | 1 | $28,534,053 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $233,044,020 | 3 | March 30, 2021 |
| October 2022 | $311,515,562 | 3 | March 31, 2022 |
| October 2023 | $247,836,828 | 3 | March 31, 2023 |
| October 2024 | $283,328,043 | 3 | March 29, 2024 |
| October 2025 | $358,741,300 | 2 | March 31, 2025 |
| October 2026 | $375,112,166 | 3 | March 31, 2026 |

Regulatory assets under management: $233,044,020 in the October 2021 data and $375,112,166 in the October 2026 data, up 61%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hilton Head Financial Advisors, Inc. (CRD 140249): Form ADV filing data as of October 2026.