{ "crd_number": 317040, "slug": "idle-hill-advisors-llc-greenville-sc-317040", "primary_business_name": "IDLE HILL ADVISORS LLC", "legal_name": "IDLE HILL ADVISORS LLC", "dbas": [], "city": "Greenville", "state": "SC", "country": "United States", "cbsa_code": "24860", "metro": { "cbsa_code": "24860", "common_name": "Greenville", "msa_name": "Greenville-Anderson-Greer, SC", "path": "/advisors/sc/greenville" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-02-19", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-09-21", "carried_forward": false, "raum_total": 107479012.0, "raum_discretionary": 107447661.0, "raum_non_discretionary": 31351.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 7, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 31531.0, "count": 3 }, "individuals": { "raum": 46039351.0, "count": 143 }, "pension_profit_sharing": { "raum": 446805.0, "count": 1 }, "high_net_worth_individuals": { "raum": 60961325.0, "count": 57 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "GA", "NC", "SC", "TX" ], "websites": [ "https://wealthtrainingacademy.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317040", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "GREENVILLE", "url": "https://advisorcensus.com/firm/idle-hill-advisors-llc-greenville-sc-317040", "display_name": "Idle Hill Advisors LLC", "summary": "Idle Hill Advisors LLC is an SEC-registered investment advisory firm in Greenville, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.", "citation": "AdvisorCensus. Idle Hill Advisors LLC (CRD 317040): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Idle Hill Advisors LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Idle Hill Advisors LLC reports these compensation arrangements: a percentage of assets under its management." }, { "q": "Where is Idle Hill Advisors LLC located?", "a": "Idle Hill Advisors LLC's principal office is in Greenville, SC, according to its Form ADV." }, { "q": "Is Idle Hill Advisors LLC registered with the SEC or a state?", "a": "Idle Hill Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 317040." }, { "q": "How much does Idle Hill Advisors LLC manage?", "a": "Idle Hill Advisors LLC reports $107,479,012 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary)." }, { "q": "What types of clients does Idle Hill Advisors LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (143); high net worth individuals (57); charitable organizations (3)." }, { "q": "Which custodians does Idle Hill Advisors LLC use?", "a": "Idle Hill Advisors LLC'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." }, { "q": "Does Idle Hill Advisors LLC report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317040" }, { "q": "Does Idle Hill Advisors LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated June 18, 2026 says: \"There is no account minimum for any of IHAL’s services.\"" }, { "q": "What changed in Idle Hill Advisors LLC's recent Form ADV filings?", "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated June 18, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "There is no account minimum for any of IHAL’s services." ] } ], "quotes": [ "There is no account minimum for any of IHAL’s services." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/idle-hill-advisors-llc-greenville-sc-317040.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 143, "fewer_than_5": false, "raum": 46039351.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 57, "fewer_than_5": false, "raum": 60961325.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 1, "fewer_than_5": false, "raum": 446805.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 3, "fewer_than_5": false, "raum": 31531.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317040", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }