Federal Hill Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,011,347
Total clients
306
13% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
153
Average account size
$156,900
About
Federal Hill Capital Management is a small, supported advisory firm that provides discretionary portfolio management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, pension plans, banks and other entities. The two‑advisor firm manages roughly $48 million in client assets across about 300 client relationships and also offers insurance advisory services and insurance product sales as part of its service set.
The firm combines fundamental, technical and charting analysis across a spectrum of strategies from fixed income and balanced allocations to aggressive growth and speculative approaches. FHCM discloses the use of derivatives and leveraged ETFs, option strategies, and the ability to borrow (margin) within separately managed accounts to implement client objectives.
Noteworthy compared with many peers, FHCM operates as an insurance broker/agent and sells commission‑based life, health and annuity products while encouraging clients to obtain outside quotes and offering access to multiple carriers. The firm also discloses custody arrangements (including fee deduction and trustee authority when applicable) and that firm principals maintain multiple outside business interests in real estate and related companies.
Client services
Fee options
Comprehensive financial planning fees priced per plan with minimum $450; 50% due at signing, remainder upon completion
$0 - $50,000: Fixed Income: 1.50%; Income: 1.90%; Balanced: 2.00%; Growth: 2.00%; Aggressive Growth: 2.00%; Speculative: 2.00% $50,000 - $100,000: Fixed Income: 1.25%; Income: 1.60%; Balanced: 1.80%; Growth: 2.00%; Aggressive Growth: 2.00%; Speculative: 2.00% $100,000 - $250,000: Fixed Income: 1.00%; Income: 1.40%; Balanced: 1.50%; Growth: 1.90%; Aggressive Growth: 2.00%; Speculative: 2.00% $250,000 - $500,000: Fixed Income: 0.75%; Income: 1.25%; Balanced: 1.30%; Growth: 1.70%; Aggressive Growth: 1.90%; Speculative: 2.00% $500,000 - $750,000: Fixed Income: 0.60%; Income: 1.00%; Balanced: 1.20%; Growth: 1.50%; Aggressive Growth: 1.75%; Speculative: 2.00% $750,000+: Negotiable rates for assets above $750,000
Commissions received from insurance product sales; rates vary by product and carrier
Hourly financial planning consultations at $150 per hour
Minimum fee: Minimum annual fee of $120 per account, negotiable Fee-only: Financial planning: $450 minimum per plan; hourly consultations: $150/hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Main office location
Federal Hill Capital Management
129 N. Third St
Bardstown KY 40004, United States
Number of offices
2
Forms ADV
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