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| Hillcrest Wealth Advisors - NY LLC
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|---|---|
| CRD # | 126818 |
| SEC # | 801-71316 |
| CIK # | 0001767121 |
| AUM | 390.7 M (2026-05-22) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 732-837-4455 |
| Address | 101 Crawfords Corner Road Holmdel, NJ 07733 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Electric Co | 1.3 | ||
| SPDR Gold Trust | 1.2 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 2.0 |
| (b) Individuals (high net worth individuals) | 56 | 386.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 235 | 390.7 |
| By Discretionary | ||
| Discretionary | 235 | 390.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 235 | 390.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.7 | |
| Total | 235 | 390.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767121] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carmel Capital Management LLC
✚
|
CA | 392.0 M |
|
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|
RMW Advisors LLC
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|
Paskin & Berler Capital Advisors LLC
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390.9 M | |
|
1776 Wealth LLC
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Evans Investment Advisors LLC
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|
Shrier Wealth Management LLC
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|
Hahn Capital Management LLC
✚
|
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|
Green Ridge Wealth Planning LLC
✚
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