Andrew Hill Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Andrew Hill Investment Advisors reports 253 clients. They include 180 individual clients, 60 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 100.0% ($231M across 490 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 24% |
| High-net-worth individuals | 24% | 68% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | <1% |
| Insurance companies | <1% | 1% |
| Other client typesCorporations and other businesses; Other | 4% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 180 | $56.3M | 24.3% | $313K |
| High-net-worth individuals | 60 | $156M | 67.5% | $2.6M |
| Pension and profit-sharing plans | Fewer than 5 | $3.69M | 1.6% | $3.69M |
| Charitable organizations | Fewer than 5 | $1.02M | 0.4% | $1.02M |
| Insurance companies | Fewer than 5 | $3.02M | 1.3% | $3.02M |
| Corporations and other businesses | 8 | $9.51M | 4.1% | $1.19M |
| Other | Fewer than 5 | $1.59M | 0.7% | $796K |
| Total | 253 | $231M | 100% | — |
- Clients
- 180
- Regulatory AUM
- $56.3M
- AUM share
- 24.3%
- Avg. per client
- $313K
- Clients
- 60
- Regulatory AUM
- $156M
- AUM share
- 67.5%
- Avg. per client
- $2.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.69M
- AUM share
- 1.6%
- Avg. per client
- $3.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.02M
- AUM share
- 0.4%
- Avg. per client
- $1.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.02M
- AUM share
- 1.3%
- Avg. per client
- $3.02M
- Clients
- 8
- Regulatory AUM
- $9.51M
- AUM share
- 4.1%
- Avg. per client
- $1.19M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.59M
- AUM share
- 0.7%
- Avg. per client
- $796K
Total
- Clients
- 253
- Regulatory AUM
- $231M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Andrew Hill Investment Advisors charges 0.50%–1.00% a year for its Asset Management Services. The fee is billed in advance, is negotiable and has a $3,500 annual minimum. The brochure also prices 6 other services, listed under fee details.
Fee details and sources
Other fees
- Administrative transition assistance
- Fixed fee of $500 to $1,000 for administrative transition assistance, set in a separate written agreement.
- Extraordinary services
- Hourly rate of $250 or a negotiated fixed fee for services outside asset management, such as estate settlement assistance.
- Financial planning
- Fixed fee generally $2,000 to $10,000, negotiable depending on the complexity and scope of the plan.
- Held-away account management
- Annual fee of 1.25% of market value for assets held away and managed through Pontera, negotiable; the firm pays 0.25% of it to Pontera.
- Hourly financial planning and consulting
- Modular advice on a single aspect of finances at $250 an hour, negotiable, with a time estimate set at the start of the relationship.
- Pension consulting
- General pension consulting on the same tiered schedule (1.00% down to 0.50%), subject to negotiation with the plan sponsor or named fiduciary.
Andrew Hill owns 50% to 75% of Andrew Hill Investment Advisors. The leadership team of Andrew Hill Investment Advisors includes President Andrew Hill and Chief Compliance Officer Jennifer Figurelli. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 4 state-registered reps
- 2 soliciting firms
- Owns 50% to 75% of Andrew Hill Investment Advisors, Inc.
Andrew Hill
Control person · since June 2006
- Owns 25% to 50% of Andrew Hill Investment Advisors, Inc.
Jennifer Figurelli
Control person · since January 2009
Andrew Hill Investment Advisors’ regulatory assets grew 1.7× from $138M (June 2021) to $231M (July 2026); clients rose from 133 to 253 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $231M | 253 | 4 | 2 |
| Jun 2025June 2025 | $222M | 230 | 4 | 2 |
| Jul 2024July 2024 | $173M | 180 | 4 | 1 |
| Feb 2023February 2023 | $145M | 245 | 4 | 1 |
| Apr 2022April 2022 | $153M | 124 | 3 | 1 |
| Jun 2021June 2021 | $138M | 133 | 3 | 1 |
Besides its headquarters, Andrew Hill Investment Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 4089 Tamiami Trail North, Suite A203, NaplesHQ
Other business names
Andrew Hill Investment Advisors has reported 1 other business name to the SEC.
- Responsible Advisors
Contact and registration details
- Legal name
- Andrew Hill Investment Advisors, Inc.
- Headquarters
- 4089 Tamiami Trail North, Suite A203, Naples, FL 34103
- Website
- responsibleadvisors.com
- Phone
- 239-450-3999
- SEC file
- 801-121563
- Founded
- 2009
- Structure
- Florida corporation
- Fiscal year end
- December
Andrew Hill Investment Advisors’ named custodian for separately managed accounts is Fidelity ($231M). Andrew Hill Investment Advisors has custody of $231M for 253 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $231M100%
At year end, Andrew Hill Investment Advisors’ separately managed accounts were mostly in stocks (50%) and bonds (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $135M across 57 positions; the largest are Eli Lilly & CO (5.5%), GE Aerospace (4.9%) and Vertex Pharmaceuticals Inc. (4.9%).
What the accounts hold
- Stocks50%
- Funds5%
- Bonds40%
- State and local bonds20%
- Investment grade corporate bonds15%
- U.S. government and agency bonds5%
- Cash5%
How many clients does Andrew Hill Investment Advisors have?
Andrew Hill Investment Advisors has 253 clients and manages $231 million for them, as of July 2026. They include 180 individual clients, 60 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Andrew Hill Investment Advisors offer?
Andrew Hill Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Andrew Hill Investment Advisors charge?
Andrew Hill Investment Advisors charges 0.50%–1.00% a year for its Asset Management Services. The fee is billed in advance, is negotiable and has a $3,500 annual minimum.
Source: ANDREW HILL INVESTMENT ADVISORS, INC. ADV BROCHURE, filed 29 July 2026
Which custodians does Andrew Hill Investment Advisors use?
Andrew Hill Investment Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $231M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Andrew Hill Investment Advisors have?
Andrew Hill Investment Advisors has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Andrew Hill Investment Advisors invest in?
At the end of its last fiscal year, Andrew Hill Investment Advisors’ separately managed accounts held 50% exchange-traded equities, 20% state and local bonds, 15% investment grade corporate bonds, 5% U.S. government and agency bonds, 5% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Andrew Hill Investment Advisors?
Andrew Hill Investment Advisors’ direct owners are Andrew Hill (50% to 75%) and Jennifer Figurelli (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Andrew Hill Investment Advisors get paid?
Andrew Hill Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Andrew Hill Investment Advisors?
Andrew Hill Investment Advisors’ main office is at 4089 Tamiami Trail North, Suite A203, Naples, FL 34103. Its phone number is 239-450-3999. Its website is responsibleadvisors.com.
