Gregory Roberts
Hilton Head Capital Partners · Charleston, South Carolina
Gregory Roberts is a fee-only financial advisor at Hilton Head Capital Partners in Charleston, South Carolina. Hilton Head Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hilton Head Capital Partners |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $409.5M across 1,370 accounts |
| SEC registration | Investment adviser representative in SC · CRD 6968864 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | hiltonheadcapitalpartners.com |
How Gregory's firm compares
- Hilton Head Capital Partners's average account is about $299,000, from its Form ADV (assets managed divided by 1,370 accounts).
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Questions about Gregory
Is Gregory Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Hilton Head Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Hilton Head Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Roberts based?
Gregory Roberts is based in Charleston, South Carolina.
Is Gregory Roberts registered with the SEC?
Yes. Gregory Roberts is registered as an investment adviser representative in SC (CRD 6968864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hilton Head Capital Partners manage?
Hilton Head Capital Partners reports $409.5M across 1,370 accounts in assets under management.
How do I contact Gregory Roberts?
Through Gregory's website, hiltonheadcapitalpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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