HILLTOP FINANCIAL ADVISORS

Overview

Hilltop Financial Advisors is a small independent registered investment adviser that focuses on serving individual and family clients through financial planning and portfolio management. The firm operates as an LLC under individual ownership and delivers fee-based advice via a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Its advisory mandate is almost entirely discretionary, indicating the firm manages client portfolios on a day-to-day basis within agreed guidelines. Investment activity shows a clear tilt toward pooled public funds rather than direct-securities-only strategies. The firm is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. Service delivery is oriented to personal wealth management for households and small-business owners rather than institutional or large-family-office mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices