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Anlyan & Hively Private Client Group, LLC (Wilmington)


Anlyan & Hively Private Client Group, LLC is a large advisory firm based in Wilmington. It manages $110.64 million of regulatory assets for 385 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of North Carolina and Texas.

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Anlyan & Hively Private Client Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and outsourced cio services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Anlyan & Hively Private Client Group: assets under management

The assets under management (AUM) of Anlyan & Hively Private Client Group, LLC is $110.64 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $106.19 million in discretionary accounts and $4.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277.98 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.48 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Anlyan & Hively Private Client Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Wilmington

The principal office where Anlyan & Hively Private Client Group, LLC performs its advisory services is located at 131 Racine Drive, Suite 250, Wilmington, NC 28403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-223-2979 or by fax 910-794-7883. The normal business hours are m-th 9:00 am - 5:00 pm; f 9:00 am -4:00 pm on Monday - Friday. You can find more information about the New York firm at anlyanandhively.com.


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