Idle Hill Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Idle Hill Advisors reports 204 clients. They include 143 individual clients, 57 high-net-worth individuals and 3 charitable organizations. Nearly all assets ($107M across 816 accounts) are managed with discretion; $31.4K across 3 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 43% |
| High-net-worth individuals | 28% | 57% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 143 | $46M | 42.8% | $322K |
| High-net-worth individuals | 57 | $61M | 56.7% | $1.07M |
| Pension and profit-sharing plans | 1 | $447K | 0.4% | $447K |
| Charitable organizations | 3 | $31.5K | 0.0% | $10.5K |
| Total | 204 | $107M | 100% | $527K |
- Clients
- 143
- Regulatory AUM
- $46M
- AUM share
- 42.8%
- Avg. per client
- $322K
- Clients
- 57
- Regulatory AUM
- $61M
- AUM share
- 56.7%
- Avg. per client
- $1.07M
- Clients
- 1
- Regulatory AUM
- $447K
- AUM share
- 0.4%
- Avg. per client
- $447K
- Clients
- 3
- Regulatory AUM
- $31.5K
- AUM share
- 0.0%
- Avg. per client
- $10.5K
Total
- Clients
- 204
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- $527K
- 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
Idle Hill Advisors charges 0.75%–1.45% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.45% |
| $500K–$2M | 1.25% |
| $2M–$5M | 1.00% |
| $5M and above | 0.75% |
Fee details and sources
Ime Irrevocable Trust Dated June 17, 2026 owns 75% or more of Idle Hill Advisors and is in turn owned by Storer Brittney (75% or more). The leadership team of Idle Hill Advisors includes Chief Compliance Officer Storer Brittney. It has 7 employees, 4 of them in advisory roles.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 75% or more of Idle Hill Advisors LLC
Ime Irrevocable Trust Dated June 17, 2026
since June 2026
- Owns 75% or more of Ime Irrevocable Trust Dated June 17, 2026
Storer Brittney
since June 2026
- Owns 10% to 25% of Idle Hill Advisors LLC
Henry Hasty
Control person · since September 2021
Besides its headquarters, Idle Hill Advisors has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 201 Roper Creek Drive, GreenvilleHQ
Contact and registration details
- Legal name
- Idle Hill Advisors LLC
- Headquarters
- 201 Roper Creek Drive, Greenville, SC 29615
- Website
- Not reported
- Phone
- 864-297-6125
- SEC file
- 801-135167
- Structure
- South Carolina LLC
- Fiscal year end
- December
Idle Hill Advisors’ named custodian for separately managed accounts is Charles Schwab ($107M). Idle Hill Advisors has custody of $70.2M for 125 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $107M100%
At year end, Idle Hill Advisors’ separately managed accounts were mostly in funds (59%) and cash (21%).
What the accounts hold
- Stocks20%
- Funds59%
- Cash21%
How many clients does Idle Hill Advisors have?
Idle Hill Advisors has 204 clients and manages $107 million for them, as of September 2026. They include 143 individual clients, 57 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Idle Hill Advisors offer?
Idle Hill Advisors 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 Idle Hill Advisors charge?
Idle Hill Advisors charges 0.75%–1.45% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Idle Hill Advisors use?
Idle Hill Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $107M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does Idle Hill Advisors have?
Idle Hill Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Idle Hill Advisors invest in?
At the end of its last fiscal year, Idle Hill Advisors’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 21% cash and equivalents and 20% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Idle Hill Advisors?
Idle Hill Advisors is owned through a trust by Storer Brittney. Its direct owners are Henry Hasty (10% to 25%) and Ime Irrevocable Trust Dated June 17, 2026 (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Idle Hill Advisors get paid?
Idle Hill Advisors is paid through a percentage of assets under management. 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 Idle Hill Advisors?
Idle Hill Advisors’ main office is at 201 Roper Creek Drive, Greenville, SC 29615. Its phone number is 864-297-6125.