Andrew Hill Investment Advisors, Inc.
- Regulatory AUM
- $231M
- Discretionary
- $231M
- Clients
- 253
- Avg AUM / client
- $914K
- Accounts
- 490
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Investments (13F portfolio — 57 positions, $134,737,304)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | COM | $7,356,705 | 6,133 | 5.46% | 3.18% |
| 2 | Ge Aerospace | COM NEW | $6,593,643 | 17,642 | 4.89% | 2.85% |
| 3 | Vertex Pharmaceuticals Inc | COM | $6,572,914 | 13,232 | 4.88% | 2.84% |
| 4 | Alphabet Inc | CAP STK CL A | $6,216,448 | 17,394 | 4.61% | 2.69% |
| 5 | Nextpower Inc | CLASS A COM | $6,007,388 | 50,422 | 4.46% | 2.6% |
| 6 | Nvidia Corporation | COM | $5,792,270 | 28,948 | 4.3% | 2.5% |
| 7 | Ge Vernova Inc | COM | $5,667,062 | 4,823 | 4.21% | 2.45% |
| 8 | Apple Inc | COM | $4,669,510 | 16,137 | 3.47% | 2.02% |
| 9 | Costco Wholesale Corporation | COM | $4,355,761 | 4,656 | 3.23% | 1.88% |
| 10 | First Horizon Corporation | COM | $4,036,535 | 157,431 | 3.0% | 1.75% |
| 11 | Garmin Ltd | SHS | $4,029,573 | 16,963 | 2.99% | 1.74% |
| 12 | Progressive Corp | COM | $3,858,919 | 17,665 | 2.86% | 1.67% |
| 13 | Yeti Hldgs Inc | COM | $3,847,953 | 77,642 | 2.86% | 1.66% |
| 14 | Citigroup Inc | COM NEW | $3,780,320 | 27,010 | 2.81% | 1.63% |
| 15 | Oneok Inc New | COM | $3,716,552 | 42,748 | 2.76% | 1.61% |
| 16 | Royal Bk Cda | COM | $3,578,804 | 17,291 | 2.66% | 1.55% |
| 17 | Goldman Sachs Group Inc | COM | $3,518,704 | 3,479 | 2.61% | 1.52% |
| 18 | Ha Sustainable Infra Cap Inc | COM | $3,226,000 | 82,612 | 2.39% | 1.39% |
| 19 | Automatic Data Processing In | COM | $3,203,605 | 14,305 | 2.38% | 1.39% |
| 20 | Globus Med Inc | CL A | $3,144,203 | 39,795 | 2.33% | 1.36% |
| 21 | Deere & Co | COM | $3,132,542 | 4,938 | 2.32% | 1.35% |
| 22 | Eqt Corp | COM | $2,966,723 | 55,796 | 2.2% | 1.28% |
| 23 | Microsoft Corp | COM | $2,803,616 | 7,515 | 2.08% | 1.21% |
| 24 | Caretrust Reit Inc | COM | $2,647,275 | 65,607 | 1.96% | 1.14% |
| 25 | Nextera Energy Inc | COM | $2,546,025 | 29,007 | 1.89% | 1.1% |
Top 25 of 57 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 180 | $56.3M | 24.3% |
| High net worth individuals | 60 | $156M | 67.5% |
| Pension and profit sharing plans | 1 | $3.7M | 1.6% |
| Charitable organizations | 1 | $1.0M | 0.44% |
| Insurance companies | 1 | $3.0M | 1.31% |
| Corporations and other businesses | 8 | $9.5M | 4.11% |
| Other | 2 | $1.6M | 0.69% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew D.W. Hill | President | CFA | Jun 2006 (20y) | 50% – 75% |
| Jennifer Ruth Figurelli | Chief Compliance Officer | Jan 2009 (18y) | 25% – 50% | |
| Christopher Tanner Vernon | Registered representative | Jul 2016 (10y) | ||
| Sean Joseph O'brien | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $231M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗