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Henry Pate Hasty

Idle Hill Advisors LLC

Greenville, SC

CRD 7262752

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Employer firm

Idle Hill Advisors LLC CRD 317040

$107M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Idle Hill Advisors Llc

201 Roper Creek Drive, Greenville, SC 29615 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-18
SC RA APPROVED 2022-02-28
  • TX RA
    APPROVED_RES
    Since 2022-07-18
  • SC RA
    APPROVED
    Since 2022-02-28

Branch Locations

201 Roper Creek Drive, Greenville, SC 29615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insurance Made Easy, Llc Greenville SC 09/2018 Present
University Of South Carolina Upstate Spartanburg SC 08/2014 08/2018
Financial Gravity Asset Management, Inc Allen TX 09/2020 03/2022
Idle Hill Advisors Llc Greenville SC 09/2021 Present
Previous Registrations
Other Businesses

1.) Currently employed by Insurance Made Easy performing a management role for it and its sister companies. Collectively d/b/a "The Wealth Training Academy." This company provides Independent Insurance Agent services, Tax Planning & Consulting, Estate Planning Consulting, and Business Valuation & Consulting. Investment-related. Start Date: 09/2018. Approximately 15 hours per month, all during securities trading hours. 2.) AstyrianCraft, LLC; Not investment-related; Greenville SC; Software development for other businesses; Owner; Start Date: 2/19/2026; Approximately 100 hours per month; Whenever the Firm has a trading or investment task that requires attention it takes priority. Whenever there is down-time, this business is worked on during trading hours (25 hours/month take place in trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-26
  • S65 Uniform Investment Adviser Law Examination
    2020-09-26
Other Names
  • Pate Hasty

View on SEC IAPD

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