ANDREW HILL INVESTMENT ADVISORS, INC.
Adviser information for ANDREW HILL INVESTMENT ADVISORS, INC. last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 3 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 395 | $172.7M |
Non-Discretionary | 0 | $0 |
Total | 395 | $172.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 124 | $17.1M |
HNW Individuals | 41 | $133.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 7 | $5.4M |
Charitable organizations | <5 | $837,699 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | <5 | $7.5M |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 6 | $8.4M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
4081 TAMIAMI TRAIL NORTHSUITE C-105
NAPLES
FL
United States
Monday - Friday, 8:00 A.M. - 6:00 P.M
Tel: 239-450-3999, Fax: 239-236-0484
Chief Compliance Officer
JENNIFER R. FIGURELLI
MANAGING DIRECTOR
4081 TAMIAMI TRAIL NORTH
SUITE C-105
NAPLES
FL
United States
Tel:
239-777-3188
Fax:
239-236-0484
J*@**********************M
(Full email address available in API data)
Regulatory Contact
ANDREW HILL
PRESIDENT
4081 TAMIAMI TRAIL NORTH
SUITE C-105
NAPLES
FL
United States
Tel:
(239) 777-3188
Fax:
(239) 236-0484
A***@**********************M
(Full email address available in API data)
Industry Affiliates
CHRISTOPHER VERNON | Lawyer or law firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HILL, ANDREW, D.W. | Individual | – | PRESIDENT | 06/2006 | 50-75% |
FIGURELLI, JENNIFER, RUTH | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2009 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALBEMARLE CORP | 7.25% DEP SHS A | 394K | 8K | – |
AMAZON COM INC | COM | 5M | 25K | – |
AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 3M | 110K | – |
APPLE INC | COM | 7M | 33K | – |
ARISTA NETWORKS INC | COM | 3M | 9K | – |
BLACKROCK FLOATING RATE INCO | COM | 485K | 37K | – |
BLACKROCK MUN TARGET TERM TR | COM SHS BEN IN | 540K | 26K | – |
CARNIVAL CORP | UNIT 99/99/9999 | 206K | 11K | – |
CARRIER GLOBAL CORPORATION | COM | 3M | 50K | – |
CHIPOTLE MEXICAN GRILL INC | COM | 3M | 52K | – |
CONSTELLATION ENERGY CORP | COM | 4M | 20K | – |
COSTCO WHSL CORP NEW | COM | 4M | 5K | – |
DBX ETF TR | XTRCKR MSCI US | 365K | 7K | – |
DELL TECHNOLOGIES INC | CL C | 4M | 27K | – |
DUKE ENERGY CORP NEW | COM NEW | 3M | 33K | – |
ELI LILLY & CO | COM | 4M | 5K | – |
EQT CORP | COM | 3M | 84K | – |
GARMIN LTD | SHS | 5M | 31K | – |
GE AEROSPACE | COM NEW | 2M | 15K | – |
GE VERNOVA INC | COM | 3M | 15K | – |
GENERAL DYNAMICS CORP | COM | 3M | 11K | – |
HIGHWOODS PPTYS INC | COM | 4M | 136K | – |
IDEXX LABS INC | COM | 1M | 3K | – |
INTUITIVE SURGICAL INC | COM NEW | 3M | 8K | – |
ISHARES TR | S&P 500 GRWT ETF | 203K | 2K | – |
ISHARES TR | CORE S&P500 ETF | 835K | 2K | – |
ISHARES TR | PFD AND INCM SEC | 1M | 45K | – |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 424K | 8K | – |
JOHNSON & JOHNSON | COM | 789K | 5K | – |
JPMORGAN CHASE & CO. | COM | 5M | 27K | – |
KIMBERLY-CLARK CORP | COM | 359K | 3K | – |
LIBERTY MEDIA CORP DEL | DEB 4.000%11/1 | 3K | – | – |
LINDE PLC | SHS | 3M | 7K | – |
MICROSOFT CORP | COM | 8M | 18K | – |
MOTOROLA SOLUTIONS INC | COM NEW | 3M | 8K | – |
NETFLIX INC | COM | 1M | 2K | – |
NEXTERA ENERGY INC | COM | 5M | 65K | – |
NUCOR CORP | COM | 699K | 4K | – |
NUVEEN FLOATING RATE INCOME | COM | 502K | 58K | – |
NVIDIA CORPORATION | COM | 7M | 57K | – |
ONEOK INC NEW | COM | 4M | 53K | – |
PACER FDS TR | PAC ASSET FLTG | 263K | 6K | – |
SPDR S&P 500 ETF TR | TR UNIT | 239K | 439 | – |
SPOTIFY TECHNOLOGY S A | SHS | 1M | 4K | – |
TREX CO INC | COM | 235K | 3K | – |
VERALTO CORP | COM SHS | 747K | 8K | – |
VERTEX PHARMACEUTICALS INC | COM | 4M | 9K | – |
VISA INC | COM CL A | 2M | 8K | – |