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| Hill Island Financial LLC
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|---|---|
| CRD # | 313469 |
| SEC # | 801-121837 |
| CIK # | 0001909798 |
| AUM | $623.8 M (2026-03-17) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 616-977-2639 |
| Address | 38 Commerce Avenue SW Grand Rapids, MI 49503 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.2 | ||
| Nvidia Corp | 4.6 | ||
| Microsoft Corp | 3.8 | ||
| Alphabet Inc | 2.9 | ||
| Alphabet Inc | 1.6 | ||
| Broadcom Inc | 1.3 | ||
| Amazon Com Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 11.1 |
| (b) Individuals (high net worth individuals) | 167 | 557.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 37.1 |
| (h) Charitable organizations | 0 | 17.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 821 | 623.8 |
| By Discretionary | ||
| Discretionary | 814 | 587.6 |
| Non-Discretionary | 7 | 36.3 |
| Total | 821 | 623.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 623.8 | |
| Total | 821 | 623.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909798] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Butensky & Cohen Financial Security Inc
✚
|
FL | 0.6 |
|
Wealth Dimensions Family Office Inc
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|
OH | 0.6 |
|
Rialto Wealth Management LLC
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|
NY | 0.6 |
|
Impact Capital Partners LLC
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|
CO | 0.6 |
|
Brave Asset Management Inc
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|
NJ | 0.6 |
|
Riverview Capital Advisers LLC
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|
MA | 0.6 |
|
Sherrill & Hutchins Financial Advisory Inc
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|
GA | 0.6 |
|
Kelly Financial Services LLC
✚
|
MA | 0.6 |
|
DHJJ Financial Advisors Ltd
✚
|
IL | 0.6 |
|
HOGE Financial Services LLC
✚
|
PA | 0.6 |