Overview
Assets Under Management: $176 million
Headquarters: BOERNE, TX
High-Net-Worth Clients: 49
Average Client Assets: $2.0 million
Frequently Asked Questions
HILL COUNTRY GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307376), HILL COUNTRY GROUP is subject to fiduciary duty under federal law.
HILL COUNTRY GROUP is headquartered in BOERNE, TX.
HILL COUNTRY GROUP serves 49 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, HILL COUNTRY GROUP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HILL COUNTRY GROUP manages $176 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, HILL COUNTRY GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.19%
Average Client Assets: $2.0 million
Total Client Accounts: 879
Discretionary Accounts: 874
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 307376
Filing ID: 2040490
Last Filing Date: 2026-02-03 17:36:35