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- Custodian
- Charles Schwab & Company · Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- FoundationAtlas harbor
- Established Date
- 01-02-2018
- Office Locations
- 5
Office Locations
About Hilltop Wealth & TAX Solutions
Hilltop Wealth & Tax Solutions is an RIA offering integrated financial planning, investment management, and tax planning—helping clients coordinate taxes, investments, and retirement plans. The firm commonly uses public funds and ETFs and emphasizes tax-efficient, risk-managed portfolio construction. It serves retirees as well as business owners and entrepreneurs, participates in Ed Slott & Co.’s elite advisory program, and custodians with Charles Schwab.
Team overview
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Owner & Executives
ERIK WILLIAM BRENNER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2502052
- Ownership
- 50% but less than 75%
CLIFTON DOUGLAS HAWKINS
Managing Member
- CRD
- #6262895
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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MATTHEW DAVID AURENZ
Private Wealth Advisor
- CRD
- #4513827
Tyler A Bolla
--
- CRD
- #6469377
Beacon ember
Oak pioneer
- CRD
- #62750
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $600,239,631 | $228,315 |
| Non-Discretionary | $16,203,163 | $104,537 |
| Total | $616,442,794 | $221,423 |
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Separately Managed Accounts
Total SMA Asset: $616,442,794
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $780,446,367 | 19.5% |
| Equity - Exchange | $1,028,588,288 | 25.7% |
| Cash | $1,004,574,554 | 25.1% |
| Municipal Bonds | $204,116,742 | 5.1% |
| Other | $984,563,109 | 24.6% |
| Total | $4,002,289,060 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE VERTEX | VERTEX CAPITAL | 7MVEXW846 | CZKMT | 12.18% | $84,770,256 |
| FRONTIER HORIZON | PRIME HORIZON | XVPBUUY4X | OMXCF | 8.93% | $106,464,488 |
| ELEMENT DELTA | VITAL TIMBER | Z297B7UE5 | OSYET | 5.94% | $106,454,165 |
| ELEMENT MATRIX UNISON | ZENITH FOUNDATION | U0GCMGANF | NXYY | 0.87% | $51,372,168 |
| DELTA LEGACY RIDGE | FOCUS VALUE | 1KQWYJD6F | XPUPT | 11.94% | $47,343,177 |
| MERIDIAN INSIGHT | FRONTIER CATALYST | BQGTRUBC7 | SACQ | 11.17% | $90,251,160 |
| GLACIER GLACIER | BRIDGE CREST | 7F5ZXFIIW | ZGQ | 11.55% | $14,716,151 |
| CATALYST MATRIX | PIONEER PIONEER | 25ZRJSJM7 | NIF | 6.72% | $59,666,748 |