Anderson Hills Investment Advisors, Inc. (Cincinnati)


Anderson Hills Investment Advisors, Inc. is an adviser based in Cincinnati. It manages $5.75 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Kentucky, Ohio, and Oregon.

Anderson Hills Investment Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Anderson Hills Investment Advisors: assets under management

The assets under management (AUM) of Anderson Hills Investment Advisors, Inc. is $5.75 million. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.61 million in discretionary accounts and $2.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $61.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $194.05 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Anderson Hills Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Anderson Hills Investment Advisors, Inc.

Allan Jefferson Fossett has been acting as President since 1 Dec 1997. Daniel Michael Hughes joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Allan Jefferson Fossett Director 1 Dec 1997 25% - 50% 1069750
Timothy Patrick Jabin Director, chief compliance officer 1 Apr 2003 25% - 50% 4538117
Daniel Michael Hughes Director 1 Sep 2007 25% - 50% 2370537

Based in Cincinnati

The principal office where Anderson Hills Investment Advisors, Inc. performs its advisory services is located at 1095 Nimitzview Drive, Suite 302, Cincinnati, OH 45230 The mailing address of the firm is P.O. Box 30099, Cincinnati, OH 45230. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-624-9300 or by fax 513-624-9306. The normal business hours are 9:00a - 5:00p on Monday - Friday. You can find more information about the New York firm at www.fossettandjabin.com.

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