CRD: 283014
Hilltop Wealth Advisors, LLC
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- Custodian
- Fidelity/NFS · Hilltop Securities · Vanguard
- Clients
- Retail and Institutional
- Platforms
- FoundationVital vertex +more
- Established Date
- 03-16-2016
- Office Locations
- 1
Office Locations
About Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors is a fee-only fiduciary RIA in Chapel Hill, NC providing integrated financial planning and discretionary investment management. The firm serves high-income early- and mid-career professionals and households with $1M+ portfolios, with Executive Advantage retirement and wealth strategies for executives at employers such as Cisco, Google, IBM, and Duke. Differentiator: equity compensation analysis plus 401(k), tax-minimization, and coordinated planning with clients’ other advisors.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
RUSSELL STEPHEN ERIKSEN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4750709
- Ownership
- 25% but less than 50%
BENJAMIN RICHARD YEAGER
Managing Member
- CRD
- #4456729
- Ownership
- 25% but less than 50%
Beacon quantum
Eagle unison
- CRD
- #37440
- Ownership
- 38.7%
Showing 2 of 3 owners & executives
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Mackenzie L. Bell
--
- CRD
- #6955861
BRITTANY Leigh Brinckerhoff
--
- CRD
- #6190676
Ember foundation
Ember crest meridian
- CRD
- #67627
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $635,538,564 | $322,936 |
| Non-Discretionary | $0 | -- |
| Total | $635,538,564 | $322,936 |
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Separately Managed Accounts
Total SMA Asset: $635,538,564
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $562,463,629 | 7.8% |
| Equity - Exchange | $331,709,320 | 4.6% |
| Cash | $1,269,148,702 | 17.6% |
| Corporate - Investment Grade | $872,539,733 | 12.1% |
| Derivatives | $1,297,992,991 | 18.0% |
| Equity - OTC | $1,088,871,898 | 15.1% |
| Municipal Bonds | $1,182,615,836 | 16.4% |
| Other | $605,730,062 | 8.4% |
| Total | $7,211,072,171 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER TIMBER VERTEX | VITAL FOCUS | OTOH8H7M1 | ZWPTI | 9.25% | $95,430,988 |
| QUANTUM ALPHA | MOMENTUM TIMBER | 4661RWNC3 | GKF | 10.19% | $28,008,362 |
| ATLAS ATLAS EMBER | CREST OPTIMA | IP3R5ZK22 | JJM | 6.12% | $42,961,740 |
| FRONTIER EAGLE MATRIX | MERIDIAN ALPHA | SX28UZMWI | DZIM | 6.89% | $5,078,497 |
| ELEMENT FUSION | MOMENTUM CAPITAL | 4W223WOR5 | GRPG | 12.32% | $38,461,924 |
| NORTH FOUNDATION INSIGHT | ATLAS PIONEER | SJC8PZLQK | NUY | 8.95% | $1,901,534 |
| VALUE WAVE OPTIMA | MERIDIAN PRIME | NACRRBCNH | GODL | 1.82% | $40,805,708 |
| SIGNAL BEACON ZENITH | MOMENTUM INSIGHT | 2G5CTVWGI | WLXJP | 7.51% | $43,298,224 |