Overview
Assets Under Management: $104 million
Headquarters: TURLOCK, CA
High-Net-Worth Clients: 55
Average Client Assets: $1.4 million
Frequently Asked Questions
HILLBERG CAPITAL MANAGEMENT, LLC 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 #130291), HILLBERG CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HILLBERG CAPITAL MANAGEMENT, LLC is headquartered in TURLOCK, CA.
HILLBERG CAPITAL MANAGEMENT, LLC serves 55 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, HILLBERG CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HILLBERG CAPITAL MANAGEMENT, LLC manages $104 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, HILLBERG CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.10%
Average Client Assets: $1.4 million
Total Client Accounts: 242
Discretionary Accounts: 242
Regulatory Filings
CRD Number: 130291
Filing ID: 2052548
Last Filing Date: 2026-03-31 12:50:26