N
$249.5M Total AUM
$249.5M Disc. AUM
-- 3Y CAGR
2 Employees
120 ADV. Clients
0 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 12-08-2025
- Office Locations
- 2
Office Locations
7709 Lone Moor Circle Dallas TX
-- Dallas TX
About Northill Aims, LLC
Northill Aims, LLC is a Richardson-based RIA with 2 offices. The firm has been operating for 0 years. Managing $249.5M in total assets under management, with 2 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
39 AVG AGE
$124.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
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Accredited Investors
Glacier Prime
Asset Classes
Focus foundation Summit wave Capital focus Element signal Pathway legacy Beacon catalyst Oak glacier Capital Signal beacon
Custodian
Insight Horizon alpha
Investment Themes
Crest capital Timber Frontier matrix Glacier harbor Ember meridian Radial
Investment Vehicles
Element
Platform
Insight beacon
Services
Matrix eagle Frontier Horizon harbor Zenith North Beacon catalyst Beacon atlas Delta wave Eagle element Meridian ember
Technology
Horizon
Owner & Executives
W
WESLEY ROBERT PINGELTON
Chief Compliance Officer, Managing Member
- CRD
- #4662758
- Ownership
- 75% or more
(489) 571-1283
meridian.zenith@glaciercapital.com
in linkedin.com/in/focus-horizon
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KIMBERLY ANNE VESELY
--
- CRD
- #5154482
(363) 672-7762
oak.summit@horizoncapital.com
in linkedin.com/in/focus-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,477,467 | $472,495 |
| Non-Discretionary | $0 | -- |
| Total | $249,477,467 | $472,495 |
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Separately Managed Accounts
Total SMA Asset: $249,477,467
Equity - Exchange:
17.7% Other:
20.1% Public Funds:
24.7% Cash:
24.2% U.S. Government/Agency:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $434,243,059 | 17.7% |
| Other | $493,123,474 | 20.1% |
| Public Funds | $605,977,602 | 24.7% |
| Cash | $593,710,849 | 24.2% |
| U.S. Government/Agency | $326,295,631 | 13.3% |
| Total | $2,453,350,615 | 100.0% |