Idle Hill Advisors LLC

Idle Hill Advisors LLC provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and business entities, overseeing roughly $107 million in client assets through a four-advisor team. Services include individualized Investment Policy Statements, asset allocation, security selection, and ongoing portfolio monitoring, and the firm also advises on assets held away from its custodial accounts.

The firm combines cyclical, fundamental, and quantitative analysis to construct tailored portfolios and documents client goals and risk tolerance in each client’s Investment Policy Statement; it generally manages accounts on a discretionary basis. Idle Hill offers ESG and faith‑based investment options reviewed by third‑party analysts, may refer clients to third‑party advisers, and explicitly discloses that clients pay any third‑party adviser fees in addition to the firm’s advisory fee.

The brochure discloses prior civil actions involving a management individual and a recent material ownership change — IME Irrevocable Trust is now the majority owner — matters the firm details in Items 2 and 9. It also discloses outside affiliations and potential conflicts: some representatives are licensed insurance agents who place business through an affiliated insurance agency and receive commissions, and the firm participates in Charles Schwab’s institutional advisor program; these relationships and related conflicts are described in Items 10 and 14.