# Addis & Hill

Addis & Hill is a Bank / Wealth / Trust based in Wayne, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wayne, United States
- **Region:** North America
- **Address:** Wayne, PA, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** addishill.com

## Regulatory record

- **CRD number:** 117495
- **SEC file number:** 801-118276
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117495

## About

Founded in 2000 and based in Wayne, Pennsylvania, Addis & Hill registers as an investment adviser with the SEC, providing discretionary and non-discretionary portfolio management alongside comprehensive financial planning. The firm's client base is concentrated among high-net-worth individuals and multi-generational families in the Greater Philadelphia area, with additional advisory relationships for trusts and estates. Its service model rests on constructing individually managed equity and fixed-income portfolios rather than packaging proprietary funds. The firm's stated strategy centers on fundamental, long-term investing through direct securities selection. Public records indicate Addis & Hill constructs concentrated equity portfolios for clients, typically holding 25 to 40 individual stocks, with core positions historically drawn from large-cap US equities. The fixed-income side emphasizes investment-grade municipal and corporate bonds, laddered to manage interest-rate risk for taxable and tax-sensitive accounts alike. The firm does not operate pooled investment vehicles, nor does it publicly disclose direct co-investments, private equity allocations, or alternative-asset strategies — its posture is that of a traditional separately managed account (SMA) manager. The practice remains deliberately compact, with no disclosed satellite offices or subsidiary vehicles. Addis & Hill does not maintain a philanthropic foundation, an affiliated trust company, or a multi-family office brand extension. There are no verifiable reports of the firm participating in club deals, real-asset syndications, or organized co-investment networks. The structural differentiator is definitional: Addis & Hill is a classic Main Line advisory practice, not a scaled RIA consolidator. Where modern wealth managers pursue AUM aggregation through acquisitions, centralized model portfolios, and in-house alternatives, Addis & Hill maintains the architecture of a fiduciary partnership — each client relationship is managed directly by a senior adviser, with portfolios built security-by-security. In an industry consolidating rapidly around platforms, the firm's operating model is the bet that a small number of families will still pay for customized, high-touch capital stewardship.

## Questions

### Who runs investment decisions at Addis & Hill?

As a boutique practice, investment decisions are made directly by the firm's senior advisers, who construct and manage client portfolios on an individual basis. Public records confirm the firm operates in Wayne, Pennsylvania, and is structured as a partnership-scale registered investment adviser overseen by its principals. Specific named decision-makers are not publicly disclosed in available filings or the firm's limited web presence.

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Last updated: 2026-08-11T02:43:31.692Z

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