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HILTON HEAD CAPITAL PARTNERS, LLC

HILTON HEAD ISLAND, SC · CRD 299375 · IAPD ↗ · 843-790-7573

$409.5MRegulatory AUM
6Advisory reps
6Employees
0Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — HILTON HEAD CAPITAL PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — HILTON HEAD CAPITAL PARTNERS, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — HILTON HEAD CAPITAL PARTNERS, LLC now reports custody of client assets ($34.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — HILTON HEAD CAPITAL PARTNERS, LLC reported RAUM up 61% ($253.8M -> $409.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — HILTON HEAD CAPITAL PARTNERS, LLC notice-filed in GA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — HILTON HEAD CAPITAL PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
August 2025 — HILTON HEAD CAPITAL PARTNERS, LLC notice-filed in IL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
March 2025 — HILTON HEAD CAPITAL PARTNERS, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2025 — HILTON HEAD CAPITAL PARTNERS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
August 2024 — HILTON HEAD CAPITAL PARTNERS, LLC (HILTON HEAD ISLAND, SC) is newly SEC-registered with $228.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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