SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Hill Investment Group
St. Louis, MO
Hill Investment Group Partners, LLC, CRD 312052
Firm filing updated March 31, 2026 ·
- $1.3BAssets
- 8Advisory staff
- 1,481Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals208
- Individuals172
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 172 | $65.0 million |
| High net worth individuals | 208 | $1.0 billion |
| Investment companies | 1 | $221.8 million |
| Charitable organizations | Fewer than 5 clients | $17.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other: "CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other: "CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS"
Assets and accounts
- Regulatory assets$1.3 billion
- Accounts1,481
- DiscretionaryAll accounts
People
- Employees12
- Advisory staff8
- Broker-dealer reps1
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Hill Investment Group Partners, LLC SEC-registered investment advisor. CRD 312052, SEC file 801-120176.
- Registered with the SEC as an investment advisor (status date on record: January 19, 2021).
Is Hill Investment Group a fiduciary?
Short answer: Hill Investment Group is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.