Center Hill Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,312,246
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
84
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
84
Average account size
$253,717
About
Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. In addition to comprehensive portfolio management for individual clients, the firm offers retirement plan consulting to plan sponsors and recommends or selects third‑party money managers for implementation of client strategies.
The firm employs a mix of fundamental and technical analysis, sector research, and both long‑ and short‑term trading approaches, tailoring portfolios to each client’s objectives, risk tolerance and time horizon, with ongoing monitoring and rebalancing. It performs due diligence and periodic reviews of third‑party managers and communicates recommendations and performance summaries to clients on a regular basis.
Distinctive for a firm of its size, Center Hill Wealth provides ongoing pension and retirement plan consulting—acknowledging ERISA fiduciary roles (e.g., 3(21) or 3(38) as designated in agreements)—and serves corporate and institutional clients in addition to individual investors. The firm manages approximately $21.3 million in discretionary assets and integrates direct portfolio management with institutional plan consulting and third‑party manager oversight.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Fee options
$0+: up to 2.00% annually for Comprehensive Portfolio Management $0+: combined maximum annual fee of 2.50% including third-party manager fees $0+: up to 1.00% annually for Retirement Plan Consulting
Fee-only: Advisory fees based on percentage of assets under management; no commissions charged.
Main office location
Center Hill Wealth, LLC
Nashville TN, United States
Number of offices
1
Most active in
Center Hill Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Mississippi · Tennessee
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:
-
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.
Forms ADV
Quick links
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")