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NORTHILL AIMS, LLC

CRD 339338File 801-134901
APPROVED
Retail clients
Filing as of May 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$249.5M
Below cohort median (national)
Discretionary AUM
$249.5M
Clients
120
528 accounts
Employees
2
Below cohort median in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Dec 8, 2025
Principal office
3400 N CENTRAL EXPRESSWAY, SUITE 110-220, RICHARDSON, TX, 75080
Phone
(972) 480-6202

Assets & accounts

ADV Item 5F
Total regulatory AUM
$249.5M
Discretionary AUM
$249.5M
Non-discretionary AUM
$0
Discretionary accounts
528
Non-discretionary accounts
0
Total accounts
528
AUM per client
$2.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals51$21.4M
Individuals (other than high net worth individuals)69$228.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
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

DateFieldFromToChange
Apr 1, 2026RegistrationAPPROVED-120APPROVED
Apr 1, 2026Employees12increased by1
Apr 1, 2026Clients0120increased by120
Apr 1, 2026AUM$0$249,477,467increased by$249,477,467
Apr 1, 2026Accounts0528increased by528
Jan 1, 2026Registration—APPROVED-120

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

See plans that list “NORTHILL AIMS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORTHILL AIMS” 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.