James Robert Davis
Investment adviser representative at Hill Country Group
17 yearsExperience
1 stateRegistered in
$175.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Hill Country Group, LLCMay 2004 to now
- Calton & Associates, Inc.Nov 2017 to Jan 2021
- Westpark Wealth Advisors, Inc.Oct 2013 to Mar 2020
- Ims Securities, Inc.Oct 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hill Country Group
Legal name: Hill Country Retirement Solutions LLC
$175.5MAssets managed
413Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4115545
- Firm CRD
- 307376