Carriage Hill Investment Associates LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,228,730
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
207
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
207
Average account size
$242,651
About
The firm provides discretionary asset management and hourly financial planning to individual and nonprofit clients, delivering ongoing portfolio management and tailored financial plans. It custodys client assets through a major institutional custodian and implements client-directed restrictions where requested.
Its investment process draws on economic and fundamental analysis alongside Modern Portfolio Theory to build portfolios aligned with each client’s objectives, with periodic reviews for rebalancing and tax-loss harvesting. The adviser typically implements model portfolios and exercises discretionary trading authority to execute the agreed strategy.
Distinctively for a single-advisor independent firm, Carriage Hill manages a relatively large number of client relationships (about 207 clients on roughly $50 million in assets under management), and it explicitly serves nonprofit/charitable organizations in addition to individual clients. A firm principal also serves on a local community foundation’s board and impact-investment committee in an unpaid capacity, a disclosed affiliation that the firm says does not involve investment decision-making or compensation.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Cash flow / budgeting
Fee options
$0+: 1.00% annually for model portfolios and portfolios with restrictions or limitations $0+: 0.50% annually for Cash Management Accounts
$250 per hour for financial planning and consulting
Account minimum: $50,000 Fee-only: $250 per hour for financial planning and consulting
Main office location
Carriage Hill Investment Associates LLC
3545 Marietta Ave, Suite P
Lancaster PA 17601, United States
Number of offices
1
Most active in
Carriage Hill Investment Associates LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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