Hilton Head Capital Partners

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.

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

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

Headquarters

HQ city

Hilton Head Island

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

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

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

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

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

• Xx.com/HHCP2017
• Facebookfacebook.com/HiltonHeadCapitalPartners
• LinkedInlinkedin.com/company/hilton-head-capital-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

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

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