CRD: 141590
Andrew Hill Investment Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-02-2009
- Office Locations
- 2
Office Locations
About Andrew Hill Investment Advisors, Inc.
Andrew Hill Investment Advisors, Inc. is an SEC-registered RIA providing financial planning and portfolio management for U.S. individuals and families, including guidance around inheritances and long-term goals. The firm emphasizes sustainable, values-based investing and uses diversified vehicles such as ETFs and fixed income. For continuity, AHIA maintains a tested business continuity plan and has a succession agreement with The Colony Group; client accounts are serviced through Fidelity if needed.
Reported data analysis
What the numbers show
Between September 18, 2025 and July 29, 2026, reported AUM increased 4.1%, from $222.3M to $231.3M.
Across 5 reported observations, AUM increased 51.3% between April 7, 2022 and July 29, 2026, from $152.9M to $231.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 253 clients, or 84.3 clients per representative. That equates to $914.2K in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ANDREW D.W. HILL
Investment Advisor, President
- CRD
- #5244027
- Ownership
- 50% but less than 75%
JENNIFER RUTH FIGURELLI
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5651089
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Sean Joseph O'Brien
Associate Portfolio Manager
- CRD
- #8081152
Christopher Tanner Vernon
Partner
- CRD
- #6660737
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,280,000 | $472,000 |
| Non-Discretionary | $0 | -- |
| Total | $231,280,000 | $472,000 |
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Separately Managed Accounts
SMA allocation detail is available
Andrew Hill Investment Advisors, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Andrew Hill Investment Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.