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HILL COUNTRY RETIREMENT SOLUTIONS LLC, CRD 307376
BOERNE, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J Taylor Laing Davis | n/a | BOERNE, TX | 6 | 10 | 2 | no |
| GREGORY MICHAEL RICKERT | n/a | BOERNE, TX | 6 | 22 | 3 | no |
| JAMES ROBERT DAVIS | n/a | BOERNE, TX | 6 | 26 | 3 | no |
| TERRY LEE LANGSTON | n/a | BOERNE, TX | 4 | 14 | 3 | no |
| Abraham Lee Williams | n/a | BOERNE, TX | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Davis, J Taylor, Laing | MEMBER AND CHIEF COMPLIANCE OFFICER | C | yes | 01/2020 | Oct 12, 2021 | Mar 28, 2024 |
| DAVIS, JAMES, ROBERT | MANAGING MEMBER | C | yes | 07/2017 | Oct 12, 2021 | Mar 28, 2024 |
| RICKERT, GREGORY, MICHAEL | MANAGING MEMBER | C | yes | 07/2017 | Oct 12, 2021 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 3, 2026 | $176M | $173M | 6 | 5 | 0 | n/a | n/a |
| 2024 | Mar 13, 2025 | $152M | $150M | 6 | 5 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $180M | $134M | 6 | 5 | 0 | n/a | n/a |
| 2022 | Feb 12, 2023 | $144M | $98.8M | 6 | 5 | 0 | n/a | n/a |
| 2021 | Feb 14, 2022 | $137M | $92.0M | 6 | 5 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $176M | $152M | 15.4% | $144M | 6.9% | 6 | 6 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WESTPARK WEALTH ADVISORS, INC. | 3 | Mar 13, 2020 | Mar 23, 2020 | HOUSTON, TX | Team lift out | RIA to RIA | 10.3% |