Hilton Head Capital Partners, Llc
- Regulatory AUM
- $410M
- Discretionary
- $410M
- Clients
- 671
- Avg AUM / client
- $610K
- Accounts
- 1,370
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 551 | $221M | 53.9% |
| High net worth individuals | 95 | $168M | 41.1% |
| Charitable organizations | 7 | $691K | 0.17% |
| Corporations and other businesses | 18 | $19.7M | 4.82% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce Brenner Wood | Managing Member & Chief Compliance Officer | Dec 2016 (10y) | 75% or more | |
| Glen Winston Roberts | Registered representative | May 2024 (2y) | ||
| William Mctyeire Goldfinch | Registered representative | Jan 2025 (2y) | ||
| Gregory Harrison Roberts | Registered representative | Sep 2025 (1y) | ||
| Andrew Parker Roberts | Registered representative | Feb 2026 (0y) | ||
| Sallie Edwards Goldfinch | Registered representative | Mar 2026 (0y) |
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) | 03/19/2026 | 962 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
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $404M (99% of AUM) Mar 2026
- Charles Schwab & Co. $1.7M (1% of AUM) Feb 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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗