RIA Intel›Advisers›Washington›WATERHILL CAPITAL, LLC

WATERHILL CAPITAL, LLC

Advisory

WA

Data as of Jun 5, 2026 · Source: SEC Form ADV

Rank in WA

#477

of 505 advisers by AUM

Average account

$1M

across 44 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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SIMPLE WEALTH LLC

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$54M

VINTAGE LANE VENTURE PARTNERS, L.L.C.

$56M

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