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| Hill Country Retirement Solutions LLC
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|
|---|---|
| CRD # | 307376 |
| SEC # | 801-122675 |
| CIK # | |
| AUM | $152.1 M (2025-03-13) |
| Employees | 6 (83% Investors, 67% Brokers) |
| Phone | 830-815-2000 |
| Address | 2 Spencer Road Boerne, TX 78006 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 38.4 |
| (b) Individuals (high net worth individuals) | 37 | 84.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 29.6 |
| (n) Other | 0 | 0.0 |
| Total | 830 | 152.1 |
| By Discretionary | ||
| Discretionary | 825 | 149.7 |
| Non-Discretionary | 5 | 2.3 |
| Total | 830 | 152.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.1 | |
| Total | 830 | 152.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capstone Investment Group LLC
✚
|
WA | 0.2 |
|
Whalen Capital Inc
✚
|
WI | 0.2 |
|
Leeds Capital Group LLC
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|
CA | 0.2 |
|
Bannerman Wealth Management Group LLC
✚
|
TX | 0.2 |
|
L&S Investment Advisors LLC
✚
|
FL | 0.2 |
|
G Dewayne McAnally LLC
✚
|
OK | 0.2 |
|
Periope LC
✚
|
UT | 0.2 |
|
Fellowship Investment Advisors LLC
✚
|
FL | 0.2 |
|
My Wealth Management Inc
✚
|
MD | 0.2 |
|
Vine Capital Management LLC
✚
|
0.2 |