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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- AtlasPathway element +more
- Established Date
- 01-19-2021
- Office Locations
- 6
Office Locations
About Hill Investment Group
Hill Investment Group is an RIA providing fiduciary investment management and financial planning for individuals and families across the financial spectrum. The firm emphasizes a disciplined, evidence-based approach to portfolio construction grounded in academic research and long-term investing. It serves a national clientele from offices in St. Louis, Houston, and Nashville, with an advisory team citing 100+ years of combined experience.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW AARON HALL
Chief Executive Officer, President
- CRD
- #2976699
- Ownership
- Less than 5%
NELL SWANSON SCHIFFER
Advisor, Chief Compliance Officer
- CRD
- #6821063
- Ownership
- Less than 5%
Foundation pioneer
North ridge value
- CRD
- #78135
- Ownership
- 39.5%
Showing 2 of 3 owners & executives
Unlock allContacts
Nicklaus Parker Ashby
Client Service Associate
- CRD
- #7727231
JONESY NICOLE CHAUVOT
Client Service Associate
- CRD
- #7298947
Wave foundation
Glacier focus harbor
- CRD
- #29595
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,345,844,355 | $908,740 |
| Non-Discretionary | $0 | -- |
| Total | $1,345,844,355 | $908,740 |
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Separately Managed Accounts
Total SMA Asset: $1,124,044,649
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $754,575,732 | 27.5% |
| Cash | $858,844,379 | 31.3% |
| Equity - Exchange | $403,355,028 | 14.7% |
| Other | $727,136,614 | 26.5% |
| Total | $2,743,911,753 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH PEAK | FUSION PATHWAY | S2W00U049 | YOIZ | 11.48% | $19,001,744 |
| TIMBER WAVE ZENITH | VECTOR ALPHA | FR56OD9UU | HWM | 5.23% | $29,537,899 |
| CREST FRONTIER WAVE | RIDGE DELTA | U7YWN74BJ | PEJHT | 5.36% | $34,979,726 |
| NORTH FUSION | SIGNAL OPTIMA | RQXS4ECIU | ZTYNA | 10.29% | $34,305,705 |
| OPTIMA GLACIER | MERIDIAN LEGACY | I27AG1AAY | TNMF | 4.44% | $35,381,074 |
| CATALYST VITAL | INSIGHT ZENITH | DD2NNKO9P | TGBEM | 6.18% | $101,058,276 |
| FUSION RADIAL | MOMENTUM CATALYST | W44Y2KLZP | VKPHG | 6.41% | $102,106,394 |
| INSIGHT VERTEX | VECTOR FOUNDATION | 2DPEG2VWV | OAAMO | 5.26% | $11,321,352 |