Hillcrest Financial Group

Overview

Hillcrest Financial Group is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm is SEC-registered (registration effective 2022) and serves primarily individuals and families, with advisory work that includes financial planning and portfolio management for individuals and small businesses. Its fees are a mix of percentage-of-AUM and fixed-fee arrangements. Hillcrest does not market itself as an ESG investor, does not operate as a multi-state adviser, and is not a pension consultant or related adviser. The firm does not act as a capital allocator; instead it relies on third-party managers and pooled vehicles to access nontraditional exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives