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| Keyboard |
| Hillberg Capital Management LLC
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|---|---|
| CRD # | 130291 |
| SEC # | 801-136116 |
| CIK # | |
| AUM | 103.9 M (2026-05-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 209-667-2406 |
| Address | 415 Mitchell Avenue Turlock, CA 95380-4041 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 14.8 |
| (b) Individuals (high net worth individuals) | 55 | 78.0 |
| (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 | 5 | 10.5 |
| (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 | 3 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 242 | 103.9 |
| By Discretionary | ||
| Discretionary | 242 | 103.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 242 | 103.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.9 | |
| Total | 242 | 103.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Retail |
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|---|---|---|
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104.5 M | |
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Baffin Advisors LLC
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|
Altitude Capital Management LLC
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Eurocapital Advisors Inc
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Financial Counseling Associates Inc
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|
Advocacy Financial LLC
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LA | 103.4 M |
|
Reitz Capital Advisors LLC
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|
MI | 103.4 M |
|
Butterworth Financial LLC
✚
|
MA | 103.3 M |
|
Allridge Wealth Management PC
✚
|
VA | 103.3 M |