William Goldfinch
Hilton Head Capital Partners · Hilton Head Island, South Carolina
William Goldfinch is a fee-only financial advisor at Hilton Head Capital Partners in Hilton Head Island, 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 | Hilton Head Island, 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 5343764 |
| Exams passed | Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | hiltonheadcapitalpartners.com |
How William'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 William
Is William Goldfinch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Hilton Head Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Goldfinch based?
William Goldfinch is based in Hilton Head Island, South Carolina.
Is William Goldfinch registered with the SEC?
Yes. William Goldfinch is registered as an investment adviser representative in SC (CRD 5343764), 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 William Goldfinch?
Through William'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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