Hilton Head Capital Partners

Wealth Managementhiltonheadcapitalpartners.com

Hilton Head Capital Partners is a boutique Registered Investment Advisory fee-only firm in Hilton Head Island, SC, providing customized portfolio management, retirement, estate, and asset protection planning to high-net-worth retirees, business owners, executives, and corporations with $100K-$20M in invested assets.

Company typePrivate
Founded2017
HeadquartersHilton Head Island, United States
Headcount1–10
GTM typeB2B and B2C
OfferingServices

What Hilton Head Capital Partners does

Hilton Head Capital Partners is a privately held boutique Registered Investment Advisory (RIA) fiduciary fee-only firm headquartered in Hilton Head Island, South Carolina. Founded in June 2017 by Bruce B. Wood after 49 years at Wells Fargo Advisors, the firm serves a select group of high-net-worth retirees, business owners, executives, and corporations with invested assets ranging from $100,000 to $20 million. It operates through a small nine-person team claiming more than 200 years of combined professional experience, with a second office presence in Conway, South Carolina anchored by Senior Partner Glen Roberts (joined 2024).

The firm's core offering is customized portfolio design and management, delivered through six proprietary Smart Mix strategies — Wide Moat, Durable Dividend, Super Dividend, Thematic Growth (Disruptive Technology), Tactical Style and Sector, and Adaptive Fixed/Alternative — supported by institutional-caliber quantitative investment research through a partnership with WaterStreet Research Partners led by Chief Investment Strategist Thomas Fox. Complementary services include retirement planning, estate planning strategies, asset protection, and tax-strategy coordination with clients' external legal and tax teams. Client assets are custodied through dual relationships with Charles Schwab and Raymond James Financial, and the firm has built an ecosystem of operating entities including Hilton Head Capital Wealth Advisors, LLC and Hilton Head Capital Asset Protection Group, LLC.

The business model is fee-only recurring revenue on assets under management, with no commission products sold; this aligns advisor incentives with client outcomes. Go-to-market is direct, relationship-led advisory work supplemented by an educational content resource center (articles, videos, calculators), community sponsorships, and a recruitment channel targeting independent financial advisors. Geographic focus is the Southeast United States, though Roberts's joining has broadened the client base nationally. No revenue, AUM, or funding figures are publicly disclosed.

Hilton Head Capital Partners firmographics

Firmographics

Name: Hilton Head Capital Partners
Legal name: Hilton Head Capital Partners, LLC
Website: https://hiltonheadcapitalpartners.com
Company type: Private
Founded year: 2017
Operating status: Operating
Headcount range: 1–10 employees
Short description: Hilton Head Capital Partners is a boutique Registered Investment Advisory fee-only firm in Hilton Head Island, SC, providing customized portfolio management, retirement, estate, and asset protection planning to high-net-worth retirees, business owners, executives, and corporations with $100K-$20M in invested assets.
Ownership category
akta.pro rank

Hilton Head Capital Partners industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industries: Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

Wealth management services
Retirement planning
Investment portfolio management
Estate planning strategies
Asset protection planning

Where Hilton Head Capital Partners is headquartered

Location

Headquarters

HQ city: Hilton Head Island
HQ country: United States
HQ region: North America

Offices2 records

Markets served

Hilton Head Capital Partners business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Annual Management Fees: Low annual management fee for custom investment portfolio management. Fee-only fiduciary model with no commissions on product sales. Customized and flexible management fees with access to invested assets from $100,000 to $20 million at competitive industry rates.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Fee-only portfolio management

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Hilton Head Capital Partners product offering

Product offering

Core offering

Hilton Head Capital Partners is a boutique Registered Investment Advisory (RIA) fiduciary fee-only firm that designs and manages customized investment portfolios for high-net-worth retirees, pre-retirees, and corporations. The firm delivers six proprietary Smart Mix portfolio strategies supported by institutional-caliber research through its partnership with WaterStreet Research Partners, and complements portfolio management with retirement planning, estate planning, asset protection, and tax strategy coordination services.

Product overview

Hilton Head Capital Partners is a boutique Registered Investment Advisory (RIA) fiduciary fee-only firm offering a unified wealth management platform centered on customized portfolio design and management. The firm provides six proprietary Smart Mix investment strategies (Wide Moat, Durable Dividend, Super Dividend, Thematic Growth, Tactical Style and Sector, and Adaptive Fixed/Alternative) supported by institutional-caliber research through WaterStreet Research Partners. These core investment offerings are integrated with complementary services including retirement planning, estate planning strategies, asset protection, and tax strategy coordination. The firm also provides extensive client education resources including articles, videos, and financial calculators. All client assets are custodied through Charles Schwab and Raymond James Financial, with minimum invested assets of $100,000 up to $20 million.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

Invested assets ranging from $100,000 to $20 million accepted for customized portfolio management

Companies that use Hilton Head Capital Partners

Customer profile

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Hilton Head Capital Partners technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature6 records

Hilton Head Capital Partners partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered core and minor.

Raymond James FinancialcoreTechnology or IntegrationOne of two custodial partners providing custody services for client investment accounts, enabling access to a variety of wealth management solutions and products for customized portfolio management.
Charles SchwabcoreTechnology or IntegrationOne of two custodial partners providing custody services for client investment accounts, offering diversified custody alternatives alongside Raymond James Financial.
WaterStreet Research PartnerscoreStrategic or Co-development PartnerProvides institutional-caliber investment research led by Chief Investment Strategist Thomas Fox. Continually monitors economic conditions, market trends, portfolio risk, sector leadership and investment opportunities to support client portfolio management. Architect of multiple Smart Mix portfolio strategies.
Goldfinch Financial GroupminorStrategic or Co-development PartnerAffiliate company listed as part of the Hilton Head Capital Partners ecosystem of operating companies, providing additional resources and services to clients.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Hilton Head Capital Partners competitors and assessment

Company assessment

Broad incumbents

Mariner Wealth Advisors: National independent RIA providing investment management, retirement, estate, and tax planning to HNW individuals and families. Directly comparable fiduciary, fee-only RIA model with integrated wealth services at much greater scale.
Mercer Advisors: National fee-only RIA offering integrated investment, retirement, estate, and tax planning to HNW clients, often through acquisitions of smaller RIAs. Comparable in fiduciary RIA model and integrated wealth services for retirees/HNW individuals.
Edelman Financial Engines: Large-scale independent wealth management and investment advisory firm serving individuals and corporate retirement plans. Comparable in fee-only advisory model, retirement planning emphasis, and diversified investment strategies.
Focus Financial Partners: Leading partnership platform for independent RIAs providing scale, capital, and operational support to boutique wealth firms. Comparable as the consolidator-of-choice for independent RIAs like Hilton Head seeking scale and exit optionality.
Carson Wealth: National fee-only RIA platform serving HNW clients with holistic financial planning, investment management, and tax coordination. Overlaps Hilton Head in fiduciary RIA model, HNW/retiree focus, and integrated wealth services.
Creative Planning: Large-scale national fee-only RIA offering customized portfolio management, retirement, estate, and tax planning. Comparable in fiduciary model, holistic wealth offering, and target HNW clientele, though dramatically larger in AUM and headcount.

Direct peers

Buckingham Strategic Wealth: Fee-only RIA applying academic, evidence-based investment research ( partnering with notable research affiliates) to customized portfolio management for HNW clients. Highly comparable in fiduciary RIA model and research-driven evidence-based investing philosophy.
Cornerstone Wealth Group: Boutique fee-only RIA serving HNW individuals and retirees with customized portfolio management and retirement planning. Closely comparable in size, boutique fiduciary RIA positioning, and personalized HNW service model.
Glassman Wealth Services: Boutique fee-only RIA delivering evidence-based portfolio management and comprehensive financial planning to HNW households. Direct comparable in boutique RIA positioning, evidence-based investing approach, and HNW/retiree focus.
Aspiriant: Independent fee-only wealth management firm providing investment management, tax, estate, and retirement planning to HNW clients. Directly comparable in fiduciary fee-only RIA structure and holistic planning model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Hilton Head Capital Partners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Hilton Head Capital Partners leadership team

Management profile

Number of profiles

Profiles8 records

Hilton Head Capital Partners subsidiaries and ownership

Company hierarchy

Subsidiaries2 records

Hilton Head Capital Partners funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Hilton Head Capital Partners M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hilton Head Capital Partners

What does Hilton Head Capital Partners do?

Is Hilton Head Capital Partners a public or private company?

Hilton Head Capital Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Hilton Head Capital Partners founded?

Hilton Head Capital Partners was founded in 2017. It employs 1 to 10 people.

Where is Hilton Head Capital Partners based?

Hilton Head Capital Partners is headquartered in Hilton Head Island, United States, in the North America region.

How does Hilton Head Capital Partners make money?

One revenue line is on record: annual Management Fees.

Who are Hilton Head Capital Partners's main competitors?

Broad incumbents on record are Mariner Wealth Advisors, Mercer Advisors, Edelman Financial Engines, Focus Financial Partners, Carson Wealth and Creative Planning. Direct peers are Buckingham Strategic Wealth, Cornerstone Wealth Group, Glassman Wealth Services and Aspiriant.

Does Hilton Head Capital Partners have an API?

No public API is recorded for Hilton Head Capital Partners.

What industry is Hilton Head Capital Partners in?

Hilton Head Capital Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based). Its NAICS code is 523940 and its SIC code is 6282.