CRD: 317862
Hillcrest Financial Group
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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- FocusQuantum catalyst
- Established Date
- 01-04-2022
- Office Locations
- 1
Office Locations
About Hillcrest Financial Group
Hillcrest Financial Group is a Thousand Oaks, CA advisory team providing comprehensive financial planning and investment management for individuals and families from early career through retirement. Portfolios use strategic and tactical asset allocation informed by changing macroeconomic metrics and client risk sensitivity, with ongoing plan and portfolio reviews. Client experience is coordinated by a dedicated director; custody via Fidelity/NFS.
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Owner & Executives
DAVID PATRICK HARRINGTON
PARTNER, Wealth Advisor
- CRD
- #5990750
- Ownership
- 50% but less than 75%
DEAN AZAD SOLOMON
PARTNER, Wealth Advisor
- CRD
- #4697463
- Ownership
- 50% but less than 75%
Fusion meridian
Capital ember oak
- CRD
- #63905
- Ownership
- 37.8%
Showing 2 of 3 owners & executives
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Anna Bogorodchenko
--
- CRD
- #8123926
Andrew Taylor Price
Wealth Advisor
- CRD
- #6146111
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $567,800,000 | $516,182 |
| Non-Discretionary | $0 | -- |
| Total | $567,800,000 | $516,182 |
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Separately Managed Accounts
Total SMA Asset: $567,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $382,004,145 | 27.1% |
| Equity - Exchange | $396,100,239 | 28.1% |
| Cash | $324,210,160 | 23.0% |
| U.S. Government/Agency | $307,294,846 | 21.8% |
| Total | $1,409,609,390 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX NORTH ATLAS | VECTOR ATLAS | MQZTR48JC | GHR | 11.45% | $21,973,084 |
| BRIDGE ALPHA VECTOR | VECTOR SIGNAL | AIT63GCIO | POC | 5.40% | $117,731,301 |
| DELTA GLACIER | VALUE RADIAL | TUMLSQOU1 | GZR | 0.92% | $86,436,873 |
| QUANTUM HARBOR | SIGNAL PATHWAY | JT4X6DBUA | HWBB | 7.29% | $71,827,610 |
| ELEMENT SIGNAL DELTA | CAPITAL ZENITH | TQ3RP6VNK | QEBM | 0.94% | $4,736,441 |
| HARBOR HORIZON | MATRIX RIDGE | 834SS8AZK | JOQ | 5.81% | $108,178,735 |
| TIMBER CATALYST PATHWAY | SIGNAL EAGLE | 2KRXVEU9P | OXNA | 7.37% | $9,469,390 |
| MOMENTUM PATHWAY | GLACIER VECTOR | 7H3BOWPM0 | QPR | 5.45% | $69,076,812 |