Hill Country Retirement Solutions LLC

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Assets, Funds, Holdings

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Hill Country Retirement Solutions LLC
CRD #307376
SEC #801-122675
CIK #
AUM $179.6 MM (2024-03-28)
Employees 6 (83% Investors, 67% Brokers)
Phone830-815-2000
Address2 Spencer Road
Boerne, TX 78006
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 442 28.1
(b) Individuals (high net worth individuals) 37 77.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 21 45.3
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 28.4
(n) Other 0 0.0
Total 506 179.6
By Discretionary
Discretionary 485 134.3
Non-Discretionary 21 45.3
Total 506 179.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 179.6
Total 506 179.6
Comparable Firms State AUM ($BB)
Fisher Financial Advisors LLC
NH 0.2
Union Capital Company
AZ 0.2
Ward & Associates
CA 0.2
GHE LLC
TN 0.2
DRH Investments Inc
CA 0.2
Equitycompass Investment Management LLC
MD 0.2
Taconic Advisors Inc
NY 0.2
Worth Financial Advisory Group LLC
NC 0.2
Allen Capital Management LLC
WA 0.2
Jennings & Associates Financial Advisors LLC
KY 0.2
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