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HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249File 801-66568
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$375.1M
Below cohort median (national)
Discretionary AUM
$364.7M
Non-discretionary $10.4M
Clients
173
582 accounts
Employees
3
Above cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 30, 2006
- Principal office
- 3600 MAIN STREET, SUITE 200, HILTON HEAD, SC, 29926
- Phone
- 843-681-8300
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $375.1M
- Discretionary AUM
- $364.7M
- Non-discretionary AUM
- $10.4M
- Discretionary accounts
- 572
- Non-discretionary accounts
- 10
- Total accounts
- 582
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $28.5M |
| High net worth individuals | 39 | $288.3M |
| Individuals (other than high net worth individuals) | 133 | $58.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.