HILTON HEAD FINANCIAL ADVISORS, INC.

HILTON HEAD FINANCIAL ADVISORS, INC. of HILTON HEAD, SC is an SEC-registered investment adviser (CRD 140249). Regulatory assets under management: $375.1M.

Registration

CRD: 140249
SEC file number: 801-66568
Type: Registered investment adviser
Location: 3600 MAIN STREET, SUITE 200, HILTON HEAD, SC, 29926
Phone: 843-681-8300
Latest filing: 2026-03-31
Regulatory AUM: $375.1M
Discretionary AUM: $364.7M
Non-discretionary AUM: $10.4M
Clients: 3
Accounts: 582

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

Name	Role	Location
Nathaniel Jones	CHIEF COMPLIANCE OFFICER; PRESIDENT	New York, NY
JONES NATHANIEL	CHIEF COMPLIANCE OFFICER; PRESIDENT	—

HILTON HEAD FINANCIAL ADVISORS, INC.

Registration

Business model

Officers, owners & control persons (2)

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