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⚲
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| Hilltop Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 283014 |
| SEC # | 801-107408 |
| CIK # | 0001786241 |
| AUM | $635.5 M (2026-06-12) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 919-401-1500 |
| Address | 6340 Quadrangle Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.7 | ||
| International Business Machines Corp | 2.5 | ||
| Apple Inc | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Global MOFY Metaverse Ltd | 1.0 | ||
| Alphabet Inc | 0.8 | ||
| Energy Transfer Equity LP | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 122.3 |
| (b) Individuals (high net worth individuals) | 245 | 512.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,968 | 635.5 |
| By Discretionary | ||
| Discretionary | 1,968 | 635.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,968 | 635.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.2 | |
| United States Persons | 631.3 | |
| Total | 1,968 | 635.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001786241] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
REAP Financial Group LLC
✚
|
TX | 0.6 |
|
5C Capital Management LLC
✚
|
NJ | 0.6 |
|
Riggs Asset Management Co Inc
✚
|
PA | 0.6 |
|
Highland Financial Advisors LLC
✚
|
NJ | 0.6 |
|
Bellatore Financial Inc
✚
|
TX | 0.6 |
|
Colorado Capital Management Inc
✚
|
CO | 0.6 |
|
Smart Wealth LLC
✚
|
NE | 0.6 |
|
Sage Capital Advisors LLC
✚
|
SD | 0.6 |
|
Kutscher Benner Barsness & Stevens Inc
✚
|
WA | 0.6 |
|
Sovereign Wealth Advisors LLC
✚
|
TX | 0.6 |