SourcingSourcing

IDLE HILL ADVISORS LLC

C36
CRD 317040·SEC 801-135167·GREENVILLE, SC
AUM
$107.5M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$322K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IDLE HILL ADVISORS LLC
CRD
317040
SEC file #
801-135167
EIN
—
DBA names
—

Economics

AUM
$107.5M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other143
Individuals High Net Worth57
Charitable Organizations3
Pension Profit Sharing Plans1

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
wealthtrainingacademy.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STORER, EDWARD, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STORER, EDWARD, JOHN
Hasty, Henry, Pate
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
WEALTHTRAININGACADEMY.COM
Rdap Domain Creation Date
2017-05-24T17:56:44Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2659
Soi Zip Pct 200k Plus
0.1017
Soi Zip Returns 200k Plus
1950
Soi Zip Total AGI
1,937,097
Fdic Zip Total Deposits
27,021,787,000
Fdic Zip Branch Count
570
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationGreenville, SC
NationsBank of South Carolina, National AssociationGreenville, SC
Fdic Zip HHI
1005.27
Fdic Zip Top Bank Share Pct
24.54
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-24T17:56:44Z
Rdap Domain Last Changed
2025-10-17T18:10:12Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI60,285
Returns4,860
Stub 2
AGI173,756
Returns4,690
Stub 3
AGI172,780
Returns2,810
Soi Zip Total Business Income
64,672
Soi Zip Total Cap Gains
149,127
Soi Zip Total Dividends
68,532
Soi Zip Total Returns
19,180
Top Owner CRD
2261025
Trust Company Affiliate
No

People (4)

4
STORER, EDWARD, JOHN
IAR · Direct Owner · 87.5%
2261025
Hasty, Henry, Pate
IAR · Direct Owner · 17.5%
7262752
Jonathan James Shinkle
IAR
8258406
Christopher Scott Wright
IAR
6299869