Brandon Hill Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,388,343
Total clients
19
53% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$2,546,755
About
Brandon Hill Wealth Management provides wealth management and investment management services to individuals, high net worth individuals, and families. The firm manages customized portfolios on a discretionary basis that may include common and preferred stocks, exchange-traded funds, mutual funds, master limited partnerships, taxable and tax-exempt bond funds, and, to a limited extent, options.
The firm’s investment process combines fundamental and technical analysis with an asset-allocation framework and develops client-specific investment policies through personal data-gathering and periodic reviews. Strategies described in the brochure include long- and short-term positions, trading, and limited option strategies such as covered calls and spreads, with account supervision guided by client objectives, time horizons, risk tolerance and tax considerations.
Noteworthy features include a concentration of roughly $48 million in discretionary assets across a small client base and an ongoing transition from state to SEC registration after reaching the federal AUM threshold. The firm participates in Schwab Advisor Services for custody and trading, employs block trading when appropriate, and maintains a policy of not voting client proxies, leaving proxy voting to clients and their custodians.
Client services
Expertise
Fee options
0.50% of assets under management per annum
Account minimum: $500,000
Main office location
Brandon Hill Wealth Management, LLC
Katonah NY, United States
Number of offices
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")