Hillcrest Financial Group
Firm details
- Headquarters
- Thousand Oaks, California
- CRD number
- 317862
- Registered since
- January 4, 2022
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84%
- Individuals16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hillcrest Financial Group is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm offers fee-based financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. Hillcrest is not set up as a capital allocator and does not identify as an active ESG investor. The firm registered with the SEC in 2022 and is owned by an individual; it operates as an independent RIA rather than being affiliated with a broker-dealer or larger wirehouse.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds83%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
- US Government Bonds3%
Owners & executives
1 of 1Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
3 of 5
Anna Bogorodchenko
Associate Wealth AdvisorCRD 8123926
Jack Harrington
Associate Wealth AdvisorCRD 8311603
Andrew Price
Wealth AdvisorCRD 6146111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$472M in ETFs
93%
$438M
4%
$34.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $47.5M | 252,703 | 10.07% |
Location
Thousand Oaks, CA
Ventura
Location
Thousand Oaks, CA
Headquartered in Thousand Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 515 Marin St
- Time zone
- PT (UTC-8)
- Office locations
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