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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-19-2020
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 13, 2025 and February 3, 2026, reported AUM increased 15.4%, from $152.1M to $175.5M.
Across 5 reported observations, AUM increased 28.4% between February 14, 2022 and February 3, 2026, from $136.7M to $175.5M.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 5 advisory representatives and 413 clients, or 82.6 clients per representative. That equates to $425.0K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Hill Country Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
J Taylor Laing Davis
Chief Compliance Officer, Managing Partner
- CRD
- #6690755
- Ownership
- 25% but less than 50%
JAMES ROBERT DAVIS
Financial Advisor, General Partner, Managing Member
- CRD
- #4115545
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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TERRY LEE LANGSTON
--
- CRD
- #6055648
Abraham Lee Williams
--
- CRD
- #8143262
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Hill Country Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.