This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Pershing · SSG · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-19-2000
- Office Locations
- 1
Office Locations
About Addis & Hill, Incorporated
Addis & Hill, Incorporated is a fee-only RIA providing comprehensive wealth management and financial planning, including tax-efficient portfolio implementation aligned to clients’ plans and retirement planning for individuals and families (including retirees and business owners). The team includes CFP® professionals and is NAPFA-registered, emphasizing fiduciary standards; custody includes Charles Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENT RUSSELL ADDIS JR
Advisor, President
- CRD
- #2060842
- Ownership
- 50% but less than 75%
JUSTIN J HILL
Advisor, Chief Compliance Officer, VICE PRESIDENT
- CRD
- #4496257
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Kelly F Bashore
Analyst
- CRD
- #6632710
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,958,290 | $616,404 |
| Non-Discretionary | $0 | -- |
| Total | $253,958,290 | $616,404 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing