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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2004
- Office Locations
- 1
Office Locations
About Hillberg Capital Management, LLC
Hillberg Capital Management, LLC is a Turlock-based RIA. The firm has been operating for 22 years. Managing $103.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 120 clients, or 120 clients per representative. That equates to $865.7K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on May 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Vehicles
- Services
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Owner & Executives
ROBERT L HILLBERG
Chief Compliance Officer, Partner
- CRD
- #4804825
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,881,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $103,881,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Hillberg Capital Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.