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ADDIS & HILL, INCORPORATED

WAYNE, PA · CRD 117495 · IAPD ↗ · 610-688-9500

$254.0MRegulatory AUM
3Advisory reps
6Employees
5Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2025 — ADDIS & HILL, INCORPORATED reported RAUM up 49% ($147.3M -> $218.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — ADDIS & HILL, INCORPORATED notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.