CRD: 299375
Hilton Head Capital Partners, LLC
$409.5M Total AUM
$409.5M Disc. AUM
-- 3Y CAGR
6 Employees
671 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Bridge peakAlpha
- Established Date
- 01-22-2019
- Office Locations
- 4
Office Locations
1121 Third AVE Conway SC
1314 4TH Avenue Conway SC
7 Lafayette Place Suite B Hilton Head Island SC
About Hilton Head Capital Partners, LLC
Hilton Head Capital Partners is a boutique, independent, fee-only fiduciary RIA serving a select group of high-net-worth retirees and corporations. The firm delivers customized portfolio management plus retirement, estate/asset protection, and tax-aware income planning, coordinating closely with clients’ legal and tax advisors. Portfolios aren’t tied to a single manager style and are custodied at Charles Schwab and Raymond James.
Team overview
42 AVG AGE
$68.3M AVG AUM / ADVISOR
$610.4K AVG AUM / CLIENT
1.8 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Unison quantum Wave glacier
Client Personas
Vertex harbor
Custodian
Vertex Optima glacier Radial eagle Signal beacon North Vector Unison vector Harbor
Investment Themes
Wave crest Momentum value Momentum pathway
Investment Vehicles
Vector frontier
Platform
Summit
Services
Timber harbor Harbor momentum Summit Pioneer oak Radial pioneer Horizon summit Horizon unison
Technology
Vital fusion Harbor vector
Owner & Executives
G
GLEN WINSTON ROBERTS
Advisor, President, PRINCIPAL
- CRD
- #2274147
- Ownership
- 25% but less than 50%
(298) 901-7716
catalyst.zenith@glaciercapital.com
in linkedin.com/in/alpha-unison
J
JOSEPH CHRISTIAN WILLIAMS
Owner
- CRD
- #2332156
- Ownership
- 25% but less than 50%
(792) 582-2349
pathway.fusion@momentumcapital.com
in linkedin.com/in/oak-vital
R
Radial value
Matrix element optima
- CRD
- #43662
- Ownership
- 9.6%
(535) 785-3674
oak.horizon@ridgecapital.com
in linkedin.com/in/quantum-meridian
Showing 2 of 4 owners & executives
Unlock allContacts
S
SALLIE EDWARDS GOLDFINCH
Financial Advisor
- CRD
- #6574645
(257) 320-6567
element.vector@capitalcapital.com
in linkedin.com/in/pioneer-focus
WILLIAM MCTYEIRE GOLDFINCH IV
--
- CRD
- #5343764
(397) 539-7474
timber.north@optimacapital.com
in linkedin.com/in/pathway-beacon
E
Eagle delta
Focus signal
- CRD
- #59027
(690) 542-9156
harbor.north@alphacapital.com
in linkedin.com/in/wave-horizon
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,549,463 | $298,941 |
| Non-Discretionary | $0 | -- |
| Total | $409,549,463 | $298,941 |
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Separately Managed Accounts
Total SMA Asset: $409,549,463
Equity - Exchange:
15.4% Cash:
9.4% Public Funds:
6.0% Corporate - Investment Grade:
7.5% Other:
30.4% Private Funds:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,378,440,951 | 15.4% |
| Cash | $841,386,035 | 9.4% |
| Public Funds | $537,054,916 | 6.0% |
| Corporate - Investment Grade | $671,318,645 | 7.5% |
| Other | $2,721,078,241 | 30.4% |
| Private Funds | $2,801,636,480 | 31.3% |
| Total | $8,950,915,268 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT EAGLE BRIDGE | DELTA WAVE | BW7DSECOT | HQAYN | 7.60% | $21,127,674 |
| HARBOR LEGACY | CREST BRIDGE | PKMI8UBK8 | MUQU | 5.47% | $42,227,170 |
| FOUNDATION PATHWAY FOCUS | WAVE CAPITAL | JXEVI9EVV | ZZS | 12.19% | $80,853,144 |
| INSIGHT ATLAS | DELTA PEAK | HYVXQA9U1 | KFV | 5.77% | $105,387,610 |
| ELEMENT WAVE PIONEER | EMBER BRIDGE | R7GWKKXP1 | OCRL | 6.41% | $95,128,393 |
| MOMENTUM OPTIMA CREST | UNISON ATLAS | W9WE60L1N | DDCUD | 1.33% | $83,319,723 |
| HARBOR GLACIER | SUMMIT CATALYST | ORZ05MFH2 | KDM | 11.45% | $91,725,062 |
| OAK BEACON | DELTA VALUE | T8A08RLBT | JTSN | 6.76% | $116,142,997 |