HILL COUNTRY GROUP

RIASEC RegisteredEst. 2021

Total AUM

$176M

Discretionary

$173M

98% of AUM

Avg account

$200K

Accounts

879

Employees

Advisory reps

Firm details

Headquarters: BOERNE, Texas
CRD number: 307376
Registered since: November 16, 2021
Website: www.hillcountrygroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.19%
Individuals26.28%
Corporations / Businesses18.17%
Charitable Organizations0.36%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Hill Country Group is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm is individually owned and serves both individual/family and institutional clients. It provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Hill Country Group also operates in broker-dealer and insurance capacities—its advisors act as registered representatives of a broker-dealer and as insurance brokers. Its advisory fees are structured across percentage of assets under management, hourly charges, and fixed-fee arrangements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.