$183.0M Total AUM
$178.9M Disc. AUM
9.7% 3Y CAGR
5 Employees
523 ADV. Clients
44 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · MID Atlantic · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 09-25-1981
- Office Locations
- 2
Office Locations
1110 Monarch Plaza 3414 Peachtree Rd., NE Atlanta GA
-- Atlanta GA
About George M. Hiller Companies, LLC
George M. Hiller Companies, LLC is an Atlanta-based, nationally recognized advisory firm providing fee-only investment management plus estate and personal financial planning. The firm emphasizes objective counsel with no commissions, and commonly builds client portfolios using ETFs and public funds to support long-term goals.
Team overview
66 AVG AGE
$36.6M AVG AUM / ADVISOR
$349.9K AVG AUM / CLIENT
22.6 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
44yrs Firm Age
Insights
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Asset Classes
Frontier Peak capital Delta
Client Personas
Foundation peak
Custodian
Foundation
Investment Themes
Insight Bridge vital
Investment Vehicles
Oak signal
Services
Summit frontier Frontier momentum Ridge vector Harbor vital Foundation Eagle Unison Ember
Technology
Signal
Owner & Executives
GEORGE MEW HILLER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1087767
- Ownership
- 75% or more
(949) 490-8657
optima.horizon@eaglecapital.com
in linkedin.com/in/capital-delta
Showing 1 of 1 owners & executives
Unlock allContacts
R
RUSSELL DURELL HILLER
--
- CRD
- #4939470
(277) 506-2547
north.focus@quantumcapital.com
in linkedin.com/in/zenith-meridian
G
GEORGE MEW HILLER JR.
Associate
- CRD
- #4837223
(761) 478-5072
unison.peak@crestcapital.com
in linkedin.com/in/value-north
H
Horizon eagle
Summit catalyst radial
- CRD
- #21204
(637) 406-5572
timber.catalyst@optimacapital.com
in linkedin.com/in/unison-foundation
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,921,509 | $439,611 |
| Non-Discretionary | $4,064,220 | $184,737 |
| Total | $182,985,729 | $426,540 |
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Separately Managed Accounts
Total SMA Asset: $182,985,729
Equity - Exchange:
23.6% Public Funds:
25.2% Cash:
13.7% U.S. Government/Agency:
37.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,343,630,149 | 23.6% |
| Public Funds | $1,434,723,718 | 25.2% |
| Cash | $779,988,688 | 13.7% |
| U.S. Government/Agency | $2,135,005,533 | 37.5% |
| Total | $5,693,348,088 | 100.0% |