HILL ISLAND FINANCIAL LLC

CRD 313469File 801-121837

APPROVED

Retail clients

Custody

Filing as of Aug 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$623.8M

Above cohort median (national)

Discretionary AUM

$587.6M

Non-discretionary $36.3M

Clients

217

821 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 26, 2021
Principal office: 38 COMMERCE AVENUE SW, SUITE 310, GRAND RAPIDS, MI, 49503
Phone: (616) 977-2639
Website: https://www.instagram.com/hillislandfinancial/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $623.8M
Discretionary AUM: $587.6M
Non-discretionary AUM: $36.3M
Discretionary accounts: 814
Non-discretionary accounts: 7
Total accounts: 821
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$540K
Charitable organizations	Fewer than 5	$17.9M
High net worth individuals	167	$557.2M
Pension and profit sharing plans	9	$37.1M
Individuals (other than high net worth individuals)	41	$11.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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: No
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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.