H
$175.5M Total AUM
$172.7M Disc. AUM
-- 3Y CAGR
6 Employees
413 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-19-2020
- Office Locations
- 1
Office Locations
2 Spencer Road Suite 102 Boerne TX
About Hill Country Group
Hill Country Group is a Boerne-based RIA. The firm has been operating for 6 years. Managing $175.5M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
64 AVG AGE
$35.1M AVG AUM / ADVISOR
$425.0K AVG AUM / CLIENT
4.9 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
J Taylor Laing Davis
Chief Compliance Officer, Managing Partner
- CRD
- #6690755
- Ownership
- 25% but less than 50%
Available
Available
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JAMES ROBERT DAVIS
Financial Advisor, General Partner, Managing Member
- CRD
- #4115545
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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T
TERRY LEE LANGSTON
--
- CRD
- #6055648
Available
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A
Abraham Lee Williams
--
- CRD
- #8143262
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,739,769 | $197,643 |
| Non-Discretionary | $2,779,691 | $555,938 |
| Total | $175,519,460 | $199,681 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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