Brandon Hill Wealth Management, LLC

Brandon Hill Wealth Management provides discretionary wealth management and investment management services to individuals, high‑net‑worth individuals, and families, developing personalized investment policies and ongoing portfolio supervision. The firm manages roughly $48 million across a small number of client relationships and permits clients to impose reasonable investment restrictions on their accounts.

The firm combines fundamental and technical analysis to construct customized portfolios using common and preferred stocks, ETFs, mutual funds, taxable and tax‑exempt bond funds, master limited partnerships and, to a limited extent, options, with account supervision guided by tax considerations and rebalancing. Clients receive quarterly year‑to‑date performance summaries in addition to custodian statements, accounts are formally reviewed on a quarterly basis, and the adviser typically manages accounts on a discretionary basis while relying on third‑party valuation data to address valuation risk.

What is distinctive about the firm is that it is in the process of transitioning from state to SEC registration after reaching the mid‑sized AUM threshold, a regulatory shift that is less common among small independent advisers. The firm requires custody at Charles Schwab and participates in Schwab Advisor Services for institutional custody, trading and business support, and it does not vote client proxies—clients retain responsibility for proxy decisions.