Hill Country Kingdom Advisors
Firm details
- Headquarters
- ,
- CRD number
- 325783
- Website
- tekwisefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals66.74%
- HNWI32.37%
- Charitable Organizations0.89%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hill Country Kingdom Advisors is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients, plus small-business relationships. The firm acts as a capital allocator — it builds and manages client portfolios directly while also selecting third-party managers and funds when appropriate. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, delivered under a mix of fee arrangements (percentage of AUM, hourly charges and fixed fees). Investment practice emphasizes public funds and mutual funds as the core sleeve of client portfolios, supplemented by allocations to non‑liquid alternatives when a client’s objectives and liquidity permit. The adviser reports no active ESG investing program and is not structured as a multi-state adviser. Given the firm’s size and client base, the investment approach appears tailored and hands-on, with a willingness to place client capital into externally managed alternative strategies where suitable.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds35%
- Exchange Traded Equities30%
- Cash & Cash Equivalents18%
- Other14%
- Private Funds3%
Contacts
2 of 2
Leslie Evan Frazier
CCO, Managing MemberCRD 5868758

Gregory Bronson
Financial AdvisorsCRD 7324229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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