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HILL INVESTMENT GROUP

Legal name: HILL INVESTMENT GROUP PARTNERS, LLC

CRD 312052File 801-120176
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$1.35B
Clients
382
1,481 accounts
Employees
12
Above cohort median in MO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jan 19, 2021
Principal office
190 CARONDELET PLAZA, SUITE 1475, ST. LOUIS, MO, 63105
Phone
314-448-4023

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.35B
Discretionary AUM
$1.35B
Non-discretionary AUM
$0
Discretionary accounts
1,481
Non-discretionary accounts
0
Total accounts
1,481
AUM per client
$3.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$221.8M
Charitable organizationsFewer than 5$17.8M
High net worth individuals208$1.04B
Individuals (other than high net worth individuals)172$65.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1012increased by2
Apr 1, 2026Clients418382decreased by36
Apr 1, 2026AUM$1,042,455,740$1,345,844,355increased by$303,388,615
Apr 1, 2026Accounts1,4991,481decreased by18
May 1, 2025
vs Oct 1, 2022
Employees1110decreased by1
May 1, 2025
vs Oct 1, 2022
Clients245418increased by173
May 1, 2025
vs Oct 1, 2022
AUM$676,147,790$1,042,455,740increased by$366,307,950
May 1, 2025
vs Oct 1, 2022
Accounts9311,499increased by568
Apr 1, 2022Clients243245increased by2
Apr 1, 2022AUM$619,883,397$676,147,790increased by$56,264,393
Apr 1, 2022Accounts854931increased by77
Oct 1, 2021Employees911increased by2
May 1, 2021RegistrationAPPROVED-120APPROVED
Apr 1, 2021Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “HILL INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HILL INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.