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Reading the graph
CRD 112409
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| GEORGE MEW HILLER | Certified Financial Planner | ATLANTA, GA | 26 | 43 | n/a | no |
| STEVEN DALE HUMPHREY | Certified Financial Planner | ATLANTA, GA | 22 | 41 | n/a | no |
| GEORGE MEW HILLER | Certified Financial Planner | ATLANTA, GA | 22 | 37 | n/a | no |
| BILLY RAY LOVELESS | Certified Financial Planner | ATLANTA, GA | 21 | 22 | n/a | no |
| RUSSELL DURELL HILLER | n/a | ATLANTA, GA | 21 | 27 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HILLER, GEORGE, MEW | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | yes | 01/1985 | Mar 28, 2012 | Mar 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GEORGE MEW HILLER | n/a | n/a | n/a | Y | no | n/a |
| GEORGE MEW HILLER | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $183M | $179M | 5 | 5 | 0 | n/a | n/a |
| 2024 | Mar 24, 2025 | $170M | $169M | 5 | 5 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $154M | $152M | 5 | 5 | 0 | n/a | n/a |
| 2022 | Mar 23, 2023 | $139M | $137M | 5 | 5 | 0 | n/a | n/a |
| 2021 | Mar 28, 2022 | $191M | $189M | 5 | 5 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $156M | $155M | 5 | 5 | 0 | n/a | n/a |
| 2019 | Mar 24, 2020 | $154M | $130M | 5 | 5 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $137M | $109M | 5 | 5 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $146M | $116M | 6 | 6 | 0 | n/a | n/a |
| 2016 | Mar 24, 2017 | $135M | $102M | 6 | 6 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $123M | $97.1M | 6 | 6 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $131M | $106M | 6 | 6 | n/a | n/a | n/a |
| 2013 | Mar 24, 2014 | $169M | $146M | 6 | 6 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $173M | $153M | 6 | 6 | n/a | n/a | n/a |
| 2011 | Mar 28, 2012 | $164M | $145M | n/a | n/a | n/a | 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 | $183M | $170M | 7.5% | $139M | 9.7% | 5 | 5 | 0 | 0 |