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- Custodian
- Fidelity/NFS · Fifth Third Bank · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Momentum glacierValue
- Established Date
- 07-26-2021
- Office Locations
- 1
Office Locations
About Hill Island Financial LLC
Hill Island Financial is an independent, fee-only fiduciary wealth management firm providing personalized financial planning and custom investment management integrated with tax and estate/legacy planning. The team uses a “Family Meeting Approach” to align multi-generational goals and emphasizes transparency and advisor access, citing 98% client retention since 2010 and a low 62:1 client-to-advisor ratio. Custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN MATTHEW TOLER
Managing Member, MANAGING PRINCIPAL, Private Wealth Advisor
- CRD
- #4481134
- Ownership
- 75% or more
Joshua Moeller
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #6929673
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Blake Alexander Appell
Associate
- CRD
- #6895029
Amanda Bassford
Associate
- CRD
- #7232011
Value focus
Summit radial
- CRD
- #99310
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $587,563,149 | $721,822 |
| Non-Discretionary | $36,284,792 | $5,183,542 |
| Total | $623,847,941 | $759,864 |
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Separately Managed Accounts
Total SMA Asset: $623,847,941
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $151,844,828 | 20.9% |
| Corporate - Investment Grade | $139,493,813 | 19.2% |
| Equity - Exchange | $174,367,266 | 24.0% |
| Cash | $115,518,314 | 15.9% |
| U.S. Government/Agency | $145,306,055 | 20.0% |
| Total | $726,530,276 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL FOUNDATION | FOUNDATION PIONEER | G9201K66W | GLUE | 12.32% | $78,630,546 |
| FOUNDATION MERIDIAN RADIAL | EMBER BEACON | 25WL8YYQM | HMKYI | 11.60% | $4,694,563 |
| SIGNAL PIONEER MOMENTUM | CATALYST RADIAL | 9ZCYRE7XL | QHN | 4.29% | $53,504,544 |
| SUMMIT OAK | UNISON MERIDIAN | KI08X8A93 | VZRI | 4.70% | $50,425,196 |
| ALPHA TIMBER | PATHWAY INSIGHT | UVH4506I5 | ZTM | 9.00% | $40,895,891 |
| ALPHA CATALYST | CAPITAL HORIZON | K7ZUHWLS8 | RUK | 12.22% | $104,476,010 |
| MERIDIAN MOMENTUM HORIZON | FRONTIER PEAK | 8DHDL8TQE | YCH | 10.38% | $83,132,266 |
| TIMBER FOUNDATION HORIZON | MOMENTUM VITAL | VJHROZ3OH | CVUQ | 5.30% | $11,536,224 |