M
CRD: 328516
Mission Hills Financial Advisory LLC
SAN Diego, CA, 92103
6192949420
$274.1M Total AUM
$274.1M Disc. AUM
-- 3Y CAGR
6 Employees
301 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-12-2023
- Office Locations
- 1
Office Locations
1633 West Lewis ST SAN Diego CA
About Mission Hills Financial Advisory LLC
Mission Hills Financial Advisory LLC is a SAN Diego-based RIA. The firm has been operating for 2 years. Managing $274.1M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$68.5M AVG AUM / ADVISOR
$910.7K AVG AUM / CLIENT
2.7 yrs AVG TENURE
6 Employees
4 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Accredited Investors
Zenith foundation Optima prime
Asset Classes
Focus meridian Frontier Pathway optima Eagle
Client Personas
Peak
Investment Themes
Vertex north Value Harbor Focus Momentum
Investment Vehicles
Eagle
Platform
Prime catalyst
Services
Bridge value Element timber Pioneer peak Eagle Delta momentum Foundation Wave
Owner & Executives
MARK HAROLD HULL
Chief Compliance Officer
- CRD
- #1139069
- Ownership
- 25% but less than 50%
(699) 946-9416
capital.unison@ridgecapital.com
in linkedin.com/in/ridge-ridge
MINKA FRANCIS HULL
--
- CRD
- #5616746
- Ownership
- 25% but less than 50%
(438) 947-3723
catalyst.north@fusioncapital.com
in linkedin.com/in/bridge-timber
B
Bridge timber
Horizon wave signal
- CRD
- #54430
- Ownership
- 49.4%
(735) 298-7085
momentum.north@atlascapital.com
in linkedin.com/in/radial-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,126,360 | $314,726 |
| Non-Discretionary | $0 | -- |
| Total | $274,126,360 | $314,726 |
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Separately Managed Accounts
Total SMA Asset: $274,126,360
Public Funds:
17.5% Cash:
10.4% Equity - Exchange:
13.7% Private Funds:
42.3% U.S. Government/Agency:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $337,930,917 | 17.5% |
| Cash | $200,827,516 | 10.4% |
| Equity - Exchange | $264,551,632 | 13.7% |
| Private Funds | $816,827,301 | 42.3% |
| U.S. Government/Agency | $310,896,443 | 16.1% |
| Total | $1,931,033,809 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE INSIGHT VITAL | OPTIMA ATLAS | YUC4M4TSN | KYN | 4.71% | $14,348,693 |
| ELEMENT UNISON | VITAL TIMBER | TXK4GHNWB | YUTJ | 1.28% | $84,350,213 |
| PATHWAY HORIZON OPTIMA | SIGNAL OPTIMA | 6NDNYF5JU | JPDP | 8.69% | $19,288,234 |
| BRIDGE FUSION | GLACIER FOUNDATION | 1W1N4RMAP | GNJ | 2.84% | $69,301,444 |
| FRONTIER INSIGHT | OAK OPTIMA | DNLCSDTGB | ATYI | 9.89% | $119,914,947 |
| FUSION LEGACY SUMMIT | OPTIMA PATHWAY | KLVCJEOY6 | HDEV | 1.64% | $24,360,952 |
| MATRIX NORTH RADIAL | GLACIER CREST | W34NEPQ2U | KQWF | 11.51% | $53,159,111 |
| ZENITH SUMMIT ZENITH | VECTOR LEGACY | EF0EGCE06 | JKQOV | 6.22% | $31,513,083 |