GEORGE M. HILLER COMPANIES, LLC

RIASEC RegisteredEst. 1981
Total AUM
$183M
Discretionary
$179M
98% of AUM
Avg account
$427K
Accounts
429
Employees
5
Advisory reps
5

Firm details

Headquarters
Atlanta, Georgia
CRD number
112409
Registered since
September 25, 1981
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.7%
  • Individuals18.61%
  • Charitable Organizations1.69%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

George M. Hiller Companies, LLC is an independent registered investment adviser formed in 1981 that combines financial advisory with law firm and real estate broker activities. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions, plus the selection of outside advisers when specific expertise is needed. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, enabling the firm to serve clients with different needs and engagement styles. Investment activity shows a clear equity bias: the firm favors exchange-traded equities as its primary building block and maintains separately managed account relationships. The adviser does not position itself as an active ESG investor. The firm's advisory mix and affiliation with legal and real estate services suggest they integrate investment management with broader wealth, tax and transactional advice for clients who require both portfolio oversight and specialized legal or property-related guidance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 41%, Cash & Cash Equivalents 3%, US Government Bonds 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds41%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

1 of 1
  • GEORGE HILLER

    President and CEOCRD 1087767

Contacts

3 of 4
  • RUSSELL HILLER

    Director of Portfolio OperationsCRD 4939470

  • BILLY LOVELESS

    Vice PresidentCRD 4764473

  • GEORGE HILLER

    Vice PresidentCRD 4837223

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3414 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth