H
Hillberg Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$92,774,000
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
110
50% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
110
Very HighAverage account size
$843,400
About
Hillberg Capital Management, LLC provides fee-only investment management and financial planning to individuals, retirement accounts, trusts, corporations, and partnerships, managing roughly $104 million across about 110 client relationships. Services include discretionary portfolio management, periodic or hourly financial planning, and consulting on matters such as cash flow, estate planning, business planning, and retirement education.
The firm’s investment process centers on strategic asset allocation and diversification, implemented mainly with mutual funds and exchange-traded funds, supported by fundamental analysis and a predominately long-term holding approach with periodic rebalancing. Accounts are reviewed at least quarterly, and most clients grant the firm discretionary authority under an advisory agreement; non-discretionary and standalone hourly planning arrangements are also offered.
What distinguishes the firm from many peers is its affiliation with an accounting practice: the firm’s owner also operates a CPA firm and holds CPA and Personal Financial Specialist credentials, creating an integrated tax, accounting, and advisory capacity for some clients. The brochure notes that the owner’s accounting work requires a substantial amount of time and discloses the relationship as a source of potential conflicts of interest that the firm seeks to identify and manage.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General estate planning guidance
Cash flow / budgeting
Fee options
1.00% annually
$300 per hour
Account minimum: $500,000 Fee-only: Fee only advisor; no commissions accepted
Main office location
Hillberg Capital Management, LLC
415 Mitchell Avenue
Turlock CA 95380-4041, United States
Number of offices
1
Most active in
Hillberg Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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