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HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375 · SEC 801-130275
7 LAFAYETTE PLACE, SUITE B, HILTON HEAD ISLAND, SC, 29926, United States
Phone
843-790-7573
Fax
843-802-4990
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$409.5M
Discretionary AUM
$409.5M
Team
6 total employees; 6 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 551 | $220.7M |
| High net worth individuals | 95 | $168.4M |
| Charitable organizations | 7 | $691K |
| Corporations/business entities | 18 | $19.7M |
States served
GA, IL, NC, OH, PA, SC, VA, TX, NH, FL
All web addresses on file
- https://twitter.com/hiltonheadcap
- https://hiltonheadcapitalpartners.com
- https://www.instagram.com/hiltonheadcapitalpartners/
- https://www.linkedin.com/company/hilton-head-capital-partners/
- https://www.facebook.com/HiltonHeadCapitalPartners
- https://www.williamgoldfinch.com/
- https://www.linkedin.com/in/brucebrennerwood/
Official SEC filing: View on IAPD