HILTON HEAD FINANCIAL ADVISORS, INC.
CRD #140249 SEC #801-66568 HILTON HEAD, SC 843-681-8300
SEC Registered
Total AUM
$358.7M
Discretionary
$348.8M
Employees
2
Clients
101
Accounts
584
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $358.7M | $348.8M | $9.9M | 2 | 1 |
| Mar 2024 | $283.3M | $274.7M | $8.7M | 3 | 1 |
| Mar 2023 | $247.8M | $236.9M | $10.9M | 3 | 1 |
| Mar 2022 | $311.5M | $298.4M | $13.2M | 3 | 1 |
| Mar 2021 | $233M | $221.5M | $11.6M | 3 | 2 |
| Jun 2020 | $204.3M | $196M | $8.3M | 3 | 2 |
| May 2020 | $204.3M | $196M | $8.3M | 3 | 2 |
| Mar 2019 | $163.5M | $26.8M | $136.7M | 3 | 2 |
| Mar 2018 | $172.6M | $28.5M | $144.2M | 3 | 3 |
| Mar 2017 | $141.3M | $25.6M | $115.7M | 3 | 100 |
| Mar 2016 | $126.6M | $24.3M | $102.3M | 3 | 100 |
| Mar 2015 | $129M | $24.1M | $104.9M | 3 | 100 |
| Mar 2014 | $127M | $24M | $103M | 3 | 100 |
| Mar 2013 | $114M | $21M | $93M | 3 | 110 |
| Mar 2012 | $101.4M | $21.6M | $79.9M | 1 | 110 |
| Mar 2011 | $89.2M | $19.8M | $69.4M | 5 | -- |
| Mar 2007 | $77.5M | $26.3M | $51.2M | 5 | -- |
DateMar 2025
Total AUM$358.7M
Discretionary$348.8M
Non-Disc.$9.9M
Employees2
Clients1
DateMar 2024
Total AUM$283.3M
Discretionary$274.7M
Non-Disc.$8.7M
Employees3
Clients1
DateMar 2023
Total AUM$247.8M
Discretionary$236.9M
Non-Disc.$10.9M
Employees3
Clients1
DateMar 2022
Total AUM$311.5M
Discretionary$298.4M
Non-Disc.$13.2M
Employees3
Clients1
DateMar 2021
Total AUM$233M
Discretionary$221.5M
Non-Disc.$11.6M
Employees3
Clients2
DateJun 2020
Total AUM$204.3M
Discretionary$196M
Non-Disc.$8.3M
Employees3
Clients2
DateMay 2020
Total AUM$204.3M
Discretionary$196M
Non-Disc.$8.3M
Employees3
Clients2
DateMar 2019
Total AUM$163.5M
Discretionary$26.8M
Non-Disc.$136.7M
Employees3
Clients2
DateMar 2018
Total AUM$172.6M
Discretionary$28.5M
Non-Disc.$144.2M
Employees3
Clients3
DateMar 2017
Total AUM$141.3M
Discretionary$25.6M
Non-Disc.$115.7M
Employees3
Clients100
DateMar 2016
Total AUM$126.6M
Discretionary$24.3M
Non-Disc.$102.3M
Employees3
Clients100
DateMar 2015
Total AUM$129M
Discretionary$24.1M
Non-Disc.$104.9M
Employees3
Clients100
DateMar 2014
Total AUM$127M
Discretionary$24M
Non-Disc.$103M
Employees3
Clients100
DateMar 2013
Total AUM$114M
Discretionary$21M
Non-Disc.$93M
Employees3
Clients110
DateMar 2012
Total AUM$101.4M
Discretionary$21.6M
Non-Disc.$79.9M
Employees1
Clients110
DateMar 2011
Total AUM$89.2M
Discretionary$19.8M
Non-Disc.$69.4M
Employees5
Clients--
DateMar 2007
Total AUM$77.5M
Discretionary$26.3M
Non-Disc.$51.2M
Employees5
Clients--