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HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249 · SEC 801-66568
3600 MAIN STREET, SUITE 200, HILTON HEAD, SC, 29926, United States
Phone
843-681-8300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$375.1M
Discretionary AUM
$364.7M
Team
3 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $58.3M |
| High net worth individuals | 39 | $288.3M |
| Corporations/business entities | 1 | $28.5M |
States served
NC, SC, FL
Official SEC filing: View on IAPD