{"url":"https://nivawealth.com/firms/idle-hill-advisors-317040","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317040","regulatoryAum":107479012,"crd":"317040","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7262752","suffix":null,"lastName":"Hasty","firstName":"Henry","middleName":"Pate"}],"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"},"secFileNumber":"801-135167","legalName":"Idle Hill Advisors LLC","displayName":"Idle Hill Advisors","slug":"idle-hill-advisors-317040","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"South Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"201 Roper Creek Drive","city":"Greenville","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29615"},"tradeNames":[],"registration":{"secApproved":"19 February 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":535003.38,"staff":{"employees":7,"advisory":4,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":107479012,"discretionary":107447661,"discretionaryAccounts":816,"nonDiscretionary":31351,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":143,"regulatoryAum":46039351},{"label":"High-net-worth individuals","clients":57,"regulatoryAum":60961325},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":446805},{"label":"Charitable organizations","clients":3,"regulatoryAum":31531}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.45,"from":0},{"to":2000000,"pct":1.25,"from":500000},{"to":5000000,"pct":1,"from":2000000},{"to":null,"pct":0.75,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058517","versionId":1058517,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-21","documentName":"ADV PART 2A","fee_rate_low":0.75,"fee_rate_high":1.45,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:05:31.47178+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058517","versionId":1058517,"submittedOn":"2026-09-21"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":107479012}],"custodyNote":"Idle Hill Advisors has custody of $70.2M for 125 clients.","otherCustodians":[],"leadership":[{"name":"Storer Brittney","title":"Chief Compliance Officer","crd":"8300194"},{"name":"Henry Hasty","title":"Managing Member","crd":"7262752"}],"ownership":[{"label":"Henry Hasty","detail":"Managing member in the 10% to 25% ownership band and a control person, since September 2021."},{"label":"Ime Irrevocable Trust Dated June 17, 2026","detail":"Member in the 75% or more ownership band, since June 2026."},{"label":"Storer Brittney","detail":"Indirect owner: a trustee of Ime Irrevocable Trust Dated June 17, 2026 in the 75% or more band, since June 2026.","parent":"Ime Irrevocable Trust Dated June 17, 2026"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":1,"addresses":[{"street":"201 Roper Creek Drive","city":"Greenville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"864-297-6125","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"Securities issued by registered investment companies or business development companies","percent":59},{"label":"Cash and cash equivalents","percent":21}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/317040/PDF/317040.pdf","brochureDate":"21 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058517","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 Idle Hill Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Idle Hill Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Idle Hill Advisors charge?","answer":"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.","source":"ADV PART 2A, filed 21 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Idle Hill Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Idle Hill Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Idle Hill Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Idle Hill Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Idle Hill Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Idle Hill Advisors?","answer":"Idle Hill Advisors’ main office is at 201 Roper Creek Drive, Greenville, SC 29615. Its phone number is 864-297-6125.","source":"Form ADV Part 1A, Item 1.F, filed 21 September 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."}