Hilton Head Capital Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1,000 clients last fiscal year.
Hilton Head Capital Partners reports 671 clients. They include 551 individual clients, 95 high-net-worth individuals, and 18 corporations and other businesses. Of its assets, 100.0% ($410M across 1,370 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 54% |
| High-net-worth individuals | 14% | 41% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 3% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 551 | $221M | 53.9% | $401K |
| High-net-worth individuals | 95 | $168M | 41.1% | $1.77M |
| Charitable organizations | 7 | $691K | 0.2% | $98.6K |
| Corporations and other businesses | 18 | $19.7M | 4.8% | $1.1M |
| Total | 671 | $410M | 100% | $610K |
- Clients
- 551
- Regulatory AUM
- $221M
- AUM share
- 53.9%
- Avg. per client
- $401K
- Clients
- 95
- Regulatory AUM
- $168M
- AUM share
- 41.1%
- Avg. per client
- $1.77M
- Clients
- 7
- Regulatory AUM
- $691K
- AUM share
- 0.2%
- Avg. per client
- $98.6K
- Clients
- 18
- Regulatory AUM
- $19.7M
- AUM share
- 4.8%
- Avg. per client
- $1.1M
Total
- Clients
- 671
- Regulatory AUM
- $410M
- AUM share
- 100%
- Avg. per client
- $610K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Hilton Head Capital Partners charges 1.00%–1.75% a year for its Portfolio Management Fees. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Hourly consulting fee of $250, negotiable; calls with other advisers are $150 for the first hour and $100 per hour after.
- Fiduciary Services
- One-time account setup fee of $5,000 and an annual fiduciary administration charge of 2.5% of account value; negotiable.
Bruce Wood owns 25% to 50% of Hilton Head Capital Partners. The leadership team of Hilton Head Capital Partners includes President Glen Roberts and Chief Compliance Officer Paul Felsch. It has 6 employees.
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 25% to 50% of Hilton Head Capital Partners, LLC
Bruce Wood
Control person · since December 2016
- Owns 25% to 50% of Hilton Head Capital Partners, LLC
Joseph Williams
Control person · since January 2025
- Owns 25% to 50% of Hilton Head Capital Partners, LLC
Glen Roberts
Control person · since January 2025
Hilton Head Capital Partners’ regulatory assets grew 1.8× from $228M (July 2024) to $410M (March 2026); clients rose from 382 to 671 and employees from 2 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $410M | 671 | 6 | 5 |
| Jul 2025July 2025 | $254M | 377 | 4 | 3 |
| Jul 2024July 2024 | $228M | 382 | 2 | 1 |
Besides its headquarters, Hilton Head Capital Partners has 4 offices (1 private residence, listed without an address), with 4 listed addresses across 2 states.
South Carolina · 3 listed addresses
- 7 Lafayette Place, Suite B, Hilton Head IslandHQ
- 1314 4th Avenue, Conway
- 1121 3rd Avenue, Conway
Missouri · 1 listed address
- 1827 Sunny DR., St. Louis
Other business names
Hilton Head Capital Partners has reported 1 other business name to the SEC.
- Goldfinch Financial Group
Contact and registration details
- Legal name
- Hilton Head Capital Partners, LLC
- Headquarters
- 7 Lafayette Place, Suite B, Hilton Head Island, SC 29926
- Phone
- 843-790-7573
- @hilton-head-capital-partners
- SEC file
- 801-130275
- Structure
- South Carolina LLC
- Fiscal year end
- December
Hilton Head Capital Partners’ named custodian for separately managed accounts is Raymond James ($404M). Hilton Head Capital Partners has custody of $34.1M for 49 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $404M100%
At year end, Hilton Head Capital Partners’ separately managed accounts were largely in stocks (42%) and cash (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $198M across 912 positions; the largest are First Trust ETF IV First Trust Enhanced Short (5.9%), Shelton Equity Premium Income ETF (2.8%) and Eli Lilly & Company (2.4%).
What the accounts hold
- Stocks42%
- Funds19%
- Registered funds17%
- Pooled vehicles2%
- Bonds2%
- Cash34%
- Other2%
- Annuities2%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Hilton Head Capital Partners have?
Hilton Head Capital Partners has 671 clients and manages $410 million for them, as of March 2026. They include 551 individual clients, 95 high-net-worth individuals, and 18 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Hilton Head Capital Partners offer?
Hilton Head Capital Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hilton Head Capital Partners charge?
Hilton Head Capital Partners charges 1.00%–1.75% a year for its Portfolio Management Fees. The fee is billed in advance or in arrears and is negotiable.
Source: HHCP ADV 2A, filed 19 March 2026
Which custodians does Hilton Head Capital Partners use?
Hilton Head Capital Partners’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $404M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Hilton Head Capital Partners have?
Hilton Head Capital Partners has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 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 Hilton Head Capital Partners invest in?
At the end of its last fiscal year, Hilton Head Capital Partners’ separately managed accounts held 42% exchange-traded equities, 34% cash and equivalents, 17% registered funds (mutual funds, ETFs, BDCs), 2% investment grade corporate bonds, 2% pooled vehicles (private funds and similar) and 2% other. The 2% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hilton Head Capital Partners?
Hilton Head Capital Partners’ direct owners are Bruce Wood, Joseph Williams and Glen Roberts, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Hilton Head Capital Partners get paid?
Hilton Head Capital Partners 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 Hilton Head Capital Partners?
Hilton Head Capital Partners’ main office is at 7 Lafayette Place, Suite B, Hilton Head Island, SC 29926. Its phone number is 843-790-7573. Its website is hiltonheadcapitalpartners.com.
