Hill Investment Group
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 312052
- Registered since
- January 19, 2021
- Website
- www.hillinvestmentgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.37%
- Investment Companies16.48%
- Individuals4.83%
- Charitable Organizations1.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Hill Investment Group is a privately held LLC that registered with the SEC in 2021 and operates as a non‑independent retail registered investment adviser. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management across individual, small business, institutional and pooled‑vehicle contexts. Its stated fee model combines percentage‑of‑AUM fees with fixed fees, and it also conducts other financial product sales. Hill lists pension consulting among its advisory services. The firm does not position itself as an active ESG investor.
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 Funds95%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
1 of 1
Matthew Zenz
Chief Investment OfficerCRD 6871610
Contacts
3 of 7
John Gardner
Client Service AssociateCRD 7740932
Walter Reisinger
Senior AdvisorCRD 2879378
Jonesy Chauvot
Operations AssociateCRD 7298947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$961M in ETFs
1%
$6.7M
47%
$954M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| LONGVIEW ADVANTAGE ETF (EBI) | $408M | 6,276,328 | 42.42% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 190 Carondelet Plz
- Time zone
- CT (UTC-6)
- Office locations
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