{"url":"https://nivawealth.com/firms/great-hill-advisory-283228","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283228","regulatoryAum":218409500,"crd":"283228","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4502134","suffix":null,"lastName":"PETERSON","firstName":"COREY","middleName":"HENRY"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-03","regulatoryAum":104200000,"clients":46,"employees":3,"offices":1},{"filedOn":"2022-03-10","regulatoryAum":153000000,"clients":61,"employees":5,"offices":1},{"filedOn":"2023-05-16","regulatoryAum":137166363,"clients":66,"employees":4,"offices":1},{"filedOn":"2024-07-23","regulatoryAum":138236135,"clients":61,"employees":4,"offices":1},{"filedOn":"2025-05-01","regulatoryAum":178440366,"clients":102,"employees":6,"offices":2},{"filedOn":"2026-06-17","regulatoryAum":218409500,"clients":118,"employees":8,"offices":1}],"secFileNumber":"801-120689","legalName":"Great Hill Advisory LTD.","displayName":"Great Hill Advisory","slug":"great-hill-advisory-283228","website":"https://greathilladvisory.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2016","organization":"New York corporation","fiscalYearEnd":"December","headquarters":{"street":"174 Main St.","city":"Port Washington","state":"NY","stateName":"New York","country":"United States","postalCode":"11050"},"tradeNames":["Bayside Tax & Wealth"],"registration":{"secApproved":"2 April 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1844898.9655172413,"staff":{"employees":8,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":218409500,"discretionary":218409500,"discretionaryAccounts":391,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":49,"regulatoryAum":15148023},{"label":"High-net-worth individuals","clients":67,"regulatoryAum":198860257},{"label":"Charitable organizations","clients":2,"regulatoryAum":4401220}],"feePrograms":[{"role":"other","program":"Comprehensive Financial Planning Retainer","summary":"Quarterly retainer starting at an annualized 0.7% of investable assets, with a $3,000 minimum annual fee, billed in advance each quarter.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048774","versionId":1048774,"submittedOn":"2026-06-17","documentName":"FORM ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:24:17.690436+00:00","documents":[{"name":"FORM ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048774","versionId":1048774,"submittedOn":"2026-06-17"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":138236135},{"name":"MTG, LLC","shortName":"MTG","location":"New York, NY","smaAssets":907100}],"custodyNote":"Great Hill Advisory does not have custody of client assets.","leadership":[{"name":"Corey Peterson","title":"CCO, Owner","crd":"4502134"}],"ownership":[{"label":"Corey Peterson","detail":"Cco, owner in the 75% or more ownership band and a control person, since April 2016."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"174 Main St.","city":"Port Washington","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"516-500-1248","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":85},{"label":"U.S. government/agency bonds","percent":15}],"privateFunds":0},"sources":{"adv1FilingDate":"17 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283228/PDF/283228.pdf","brochureDate":"17 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048774","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Great Hill Advisory have?","answer":"Great Hill Advisory has 118 clients and manages $218 million for them, as of June 2026. They include 67 high-net-worth individuals, 49 individual clients and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Great Hill Advisory offer?","answer":"Great Hill Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, education planning, estate planning, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Great Hill Advisory use?","answer":"Great Hill Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $138M and MTG, LLC (New York, NY), with $907K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Great Hill Advisory have?","answer":"Great Hill Advisory has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Great Hill Advisory invest in?","answer":"At the end of its last fiscal year, Great Hill Advisory’s separately managed accounts held 85% exchange-traded equities and 15% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Great Hill Advisory?","answer":"Great Hill Advisory’s direct owner is Corey Peterson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Great Hill Advisory get paid?","answer":"Great Hill Advisory is paid through a percentage of assets under management, fixed fees and other compensation. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Great Hill Advisory registered with the SEC?","answer":"Yes, Great Hill Advisory has been registered with the SEC as an investment adviser since 2 April 2021. Its CRD number is 283228 and its SEC file number is 801-120689.","source":"Form ADV Part 1A, Item 1, filed 17 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Great Hill Advisory?","answer":"Great Hill Advisory’s main office is at 174 Main St., Port Washington, NY 11050. Its phone number is 516-500-1248. Its website is greathilladvisory.com.","source":"Form ADV Part 1A, Item 1.F, filed 17 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}