NORTHILL AIMS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$249M
Discretionary
$249M
100% of AUM
Avg account
$472K
Accounts
528
Employees
2
Advisory reps
2

Firm details

Headquarters
RICHARDSON, Texas
CRD number
339338
Registered since
December 8, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals91.41%
  • HNWI8.59%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Northill Aims, LLC is an SEC-registered advisory firm organized as an LLC that serves individual and family clients with portfolio management and insurance-broker services. The firm charges fees as a percentage of assets under management and reports being an active ESG investor. Northill Aims positions itself to manage discretionary portfolios for individuals and small businesses while also operating an insurance brokerage function; the business is owned by an individual rather than an institutional parent. The adviser began its SEC registration in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Other 29%, Public Funds/Mutual Funds 24%, Cash & Cash Equivalents 6%, US Government Bonds 1%40%
  • Exchange Traded Equities40%
  • Other29%
  • Public Funds/Mutual Funds24%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Contacts

2 of 2
  • WESLEY PINGELTON

    FounderCRD 4662758

  • KIMBERLY VESELY

    Financial PlannerCRD 5154482

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHARDSON, TX

DALLAS

Location

RICHARDSON, TX

Headquartered in RICHARDSON, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3400 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth