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 | — |
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