RJ HILL'S FINANCIAL SERVICES, LLC

Overview

RJ Hill's Financial Services, LLC is a small, client-focused advisory firm that combines portfolio management for individuals and small businesses with insurance brokerage and accounting services. The firm charges clients a percentage of assets under management and appears to favor externally managed pooled vehicles over direct stock selection. Its investment activity centers on public mutual funds and similar pooled products, with a modest allocation to real estate through third‑party managers. Given the mix of advisory, insurance and accounting capabilities, the firm is positioned to deliver integrated financial planning and portfolio oversight to individual and family clients rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices