Paul Felsch has been Chief Compliance Officer of Hilton Head Capital Partners since March 2026, is not listed as a control person, but directly owns under 5% of the firm.
Hilton Head Capital Partners, LLC is a Hilton Head Island, SC firm with $410M under management, 671 clients and 6 advisers across 5 offices, as of its March 2026 filing.
Paul Felsch’s longest registration was 11 years at Edward Jones (2010–2022).
- Columbia Advisory Partners, LLC– · 1 yearSpokane, WA · Adviser representative · Firm CRD 171616
- Allspring Funds Management, LLC– · 2 yearsKirkwood, MO · Adviser representative · Firm CRD 110841
- Edward Jones– · 11 yearsSt Louis, MO · Adviser representative · Firm CRD 250
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 25 March 2011 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 16 February 2011 |
| Series 24 | General Securities Principal Examination | 7 January 2011 |
| Series 66 | Uniform Combined State Law Examination | 29 October 2010 |
| Series 7 | General Securities Representative Examination | 17 September 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Werner Felsch
- CRD
- 5811362
- Firm
- Hilton Head Capital Partners · CRD 299375
- Role
- Chief Compliance Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Felsch work?
Paul Felsch has been Chief Compliance Officer of Hilton Head Capital Partners, LLC since March 2026.
Does Paul Felsch have a current investment-adviser registration?
Paul Felsch has no current investment-adviser or broker registration.
What exams has Paul Felsch passed?
Paul Felsch has passed 5 licensing exams: the Series 7, Series 66, Series 24, Series 10 and Series 9. The earliest, the Series 7, was passed in September 2010. FINRA credited Paul Felsch with the SIE, which began in October 2018.
Where was Paul Felsch previously registered as an investment adviser?
Paul Felsch has past investment-adviser registrations through Columbia Advisory Partners, LLC, March 2025 to September 2026; Allspring Funds Management, LLC, February 2023 to March 2025; Edward Jones, November 2010 to May 2022, across 3 firms.
Is Paul Felsch registered with FINRA?
No. Paul Felsch has no current broker registration.
How can I verify Paul Felsch’s record?
Search CRD 5811362 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Felsch’s full registration record.
