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

Identifiers

SEC RIA File Number 801-121563
SEC ERA File Number 801-121563
SEC CIK Numbers 1897071
SEC CRD Numbers 141590
Legal Entity Identifier None

Principal Office

4081 TAMIAMI TRAIL NORTH
SUITE 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
(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
(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

1050202120222023202420253 on 5/21/20213 on 5/21/20213 on 6/25/20213 on 3/18/20223 on 4/7/20223 on 4/7/20224 on 2/17/20234 on 3/8/20244 on 3/8/2024

RAUM, Historic

200M100M020212022202320242025137622118 on 5/21/2021137622118 on 5/21/2021137622118 on 6/25/2021152880000 on 3/18/2022152880000 on 4/7/2022152880000 on 4/7/2022144809000 on 2/17/2023172684067 on 3/8/2024172684067 on 3/8/2024

No. Clients, Historic

300150020212022202320242025133 on 5/21/2021133 on 5/21/2021133 on 6/25/2021124 on 3/18/2022124 on 4/7/2022124 on 4/7/2022245 on 2/17/2023180 on 3/8/2024180 on 3/8/2024

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