Hip Investor, Inc.
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $26.7M
- Discretionary
- $26.7M
- Clients
- 31
- Avg AUM / client
- $861K
- Accounts
- 237
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15 | $3.3M | 12.4% |
| High net worth individuals | 16 | $18.0M | 67.4% |
| Charitable organizations | Fewer than 5 clients | $4.3M | 16.0% |
| Corporations and other businesses | Fewer than 5 clients | $1.1M | 4.18% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ross Paul Herman | Registered representative | Jun 2009 (17y) | ||
| Megan Ellen Morrice | Registered representative | Apr 2024 (2y) | ||
| Nicholas Worrall Gower | Registered representative | Jan 2025 (2y) |
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) | 03/30/2026 | 1.14 MB | 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
- • Subscription fees
- • Other fees
- • LICENSING FEES, TYPICALLY RELATED TO AUM LEVEL
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Security ratings or pricing services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $18.9M (71% of AUM) Mar 2026
- Folio Investments, Inc. $5.0M (19% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗