CRD: 141590
Andrew Hill Investment Advisors, Inc.
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- Custodian
- BNY Mellon ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | 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 |
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