SourcingSourcing

HILTON HEAD CAPITAL PARTNERS, LLC

C35
CRD 299375·SEC 801-130275·HILTON HEAD ISLAND, SC
AUM
$409.5M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HILTON HEAD CAPITAL PARTNERS, LLC
CRD
299375
SEC file #
801-130275
EIN
821736950
DBA names
—

Economics

AUM
$409.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$253.8M → $409.5M▲ +61%
Client mix
Individuals Other551
Individuals High Net Worth95
Corporations18
Charitable Organizations7

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
HILTON HEAD ISLAND SC
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
twitter.com/hiltonheadcap(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBERTS, GLEN, WINSTON
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ROBERTS, GLEN, WINSTON
WILLIAMS, JOSEPH, CHRISTIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:hiltonhead.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002109913
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-11
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0002109913-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3882
Soi Zip Pct 200k Plus
0.1689
Soi Zip Returns 200k Plus
2,310
Soi Zip Total AGI
1,856,475
Fdic Zip Total Deposits
21,411,321,000
Fdic Zip Branch Count
339
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
7 LAFAYETTE PLHILTON HEAD ISLAND, SC 29926
Business
7 LAFAYETTE PLHILTON HEAD ISLAND, SC 29926
Edgar EIN
821736950
Edgar Recent Filings
13F-HR2026-04-20 · 0002109913-26-000002
13F-HR2026-02-11 · 0002109913-26-000001
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationHilton Head Island, SC
First Union National Bank of South CarolinaHilton Head, SC
Fdic Zip HHI
981.55
Fdic Zip Top Bank Share Pct
23.95
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,039
Returns3,360
Stub 2
AGI87,240
Returns2,380
Stub 3
AGI91,738
Returns1,490
Soi Zip Total Business Income
80,644
Soi Zip Total Cap Gains
271,421
Soi Zip Total Dividends
107,387
Soi Zip Total Returns
13,680
Top Owner CRD
2274147
Trust Company Affiliate
No

People (8)

8
WOOD, BRUCE, BRENNER
IAR · Direct Owner · 37.5%
844688
ROBERTS, GLEN, WINSTON
IAR · Direct Owner · 37.5%
2274147
WILLIAMS, JOSEPH, CHRISTIAN
Direct Owner · 37.5%
2332156
FELSCH, PAUL, WERNER
Executive Officer · 2.5%
5811362
Gregory Harrison Roberts
IAR
6968864
ANDREW PARKER ROBERTS
IAR
8026961
WILLIAM MCTYEIRE GOLDFINCH
IAR
5343764
SALLIE EDWARDS GOLDFINCH
IAR
6574645