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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HILLCREST FINANCIAL GROUP

DDFG, INC, CRD 317862

THOUSAND OAKS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65129573-c706-9c86-4502-202ddab22bec

Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 9
On other graphs: 0
Observed: Dec 3, 2021 to Apr 8, 2026
15 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $568MItem 5.F on the latest filing (2026-04-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $568M
Private client RAUM: $568MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $114Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,100
Individual clients: 201
High net worth clients: 146
Custody, client assets: $237M
SEC number: 801-122983
CIK: 1967640
CRD: 317862
Filings on the tape: 15
First filed: Dec 3, 2021
Latest filed: Apr 8, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEAN AZAD SOLOMON	Certified Financial Planner	THOUSAND OAKS, CA	4	22	3	no
DAVID PATRICK HARRINGTON	Certified Financial Planner\|Chartered Financial Consultant	THOUSAND OAKS, CA	4	14	2	no
Andrew Taylor Price	n/a	THOUSAND OAKS, CA	4	13	2	no
Anna Bogorodchenko	n/a	THOUSAND OAKS, CA	1	10	n/a	no
Jack Robert Harrington	n/a	THOUSAND OAKS, CA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARRINGTON, DAVID, PATRICK	Partner	D	yes	02/2022	Feb 28, 2022	Mar 5, 2024
SOLOMON, DEAN, AZAD	Partner	D	yes	02/2022	Feb 28, 2022	Mar 5, 2024
Kasting, Jonathan, G	CHIEF COMPLIANCE OFFICER	Na	no	11/2023	Nov 20, 2023	Mar 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 8, 2026	$568M	$568M	8	5	1	n/a	n/a
2024	Feb 26, 2025	$471M	$471M	6	4	0	n/a	n/a
2023	Mar 5, 2024	$392M	$392M	6	4	0	n/a	n/a
2022	Mar 22, 2023	$369M	$369M	5	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$568M	$471M	20.6%	$369M	15.5%	8	6	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THRIVENT ADVISOR NETWORK, LLC	2	Mar 3, 2022	Feb 28, 2022	THOUSAND OAKS, CA	Team lift out	Ibd to new firm	1.2%

Relationships

Registered with (6)

← Jack Robert HarringtonAdvisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV
← Anna BogorodchenkoAdvisorregistration: current employment
Jun 24, 2025 to presentfactForm ADV
← DEAN AZAD SOLOMONAdvisorregistration: current employment
Feb 28, 2022 to presentfactForm ADV
← DAVID PATRICK HARRINGTONAdvisorregistration: current employment
Feb 28, 2022 to presentfactForm ADV
← Andrew Taylor PriceAdvisorregistration: current employment
Feb 28, 2022 to presentfactForm ADV
← Jordan Scott KaneAdvisorregistration: previous registration
Jan 4, 2023 to Jun 12, 2026factForm ADV

Controls (2)

← SOLOMON, DEAN, AZADOwnerPARTNER, ownership code D, individual
Feb 28, 2022 to Mar 5, 2024factForm ADV
← HARRINGTON, DAVID, PATRICKOwnerPARTNER, ownership code D, individual
Feb 28, 2022 to Mar 5, 2024factForm ADV

Owns (1)

← Kasting, Jonathan, GOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 20, 2023 to Mar 5, 2024factForm ADV

Moved with (1)

← THRIVENT ADVISOR NETWORK, LLCRegistered adviser2 advisors, team lift out, same day
Mar 3, 2022 to Feb 28, 2022factForm ADV

Dated events

Occurred
Jun 12, 2026
Advisor changed firm
Jordan Scott Kane left Hillcrest Financial Group for Kane Capital Advisors Llc (registered 2026-08-10)
Form ADVobserved 5 days ago
Occurred
Nov 20, 2023
Control person left
Kim Stephanie Bush (Chief Compliance Officer) no longer on Schedule A of Hillcrest Financial Group (listed 2023-03-22, absent 2023-11-20)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2023
Control person joined
Kim Stephanie Bush (Chief Compliance Officer) appeared on Schedule A of Hillcrest Financial Group
Form ADVobserved 5 days ago
Occurred
Mar 3, 2022
Team lift-out
2 advisors left Thrivent Advisor Network, LLC (Thousand Oaks, CA) for Hillcrest Financial Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 28, 2022
Succession filed (Item 4)
Steinway Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Feb 28, 2022
Control person joined
Patrick David Harrington (Managing Member And Cco) appeared on Schedule A of Hillcrest Financial Group
Form ADVobserved 5 days ago
Occurred
Feb 28, 2022
Control person joined
Azad Dean Solomon (Managing Member) appeared on Schedule A of Hillcrest Financial Group
Form ADVobserved 5 days ago
Occurred
Feb 28, 2022
Control person left
Adam Daniel Bernstein (Chief Compliance Officer) no longer on Schedule A of Hillcrest Financial Group (listed 2021-12-03, absent 2022-02-28)
Form ADVobserved 5 days ago
Occurred
Dec 3, 2021
First Form ADV filing
Steinway Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65129573-c706-9c86-4502-202ddab22bec
First observed: Dec 3, 2021
Last observed: Apr 8, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HILLCREST FINANCIAL GROUP

DDFG, INC, CRD 317862

THOUSAND OAKS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65129573-c706-9c86-4502-202ddab22bec

Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEAN AZAD SOLOMON

Certified Financial Planner

THOUSAND OAKS, CA

DAVID PATRICK HARRINGTON

Certified Financial Planner|Chartered Financial Consultant

THOUSAND OAKS, CA

Andrew Taylor Price

n/a

THOUSAND OAKS, CA

Anna Bogorodchenko

n/a

THOUSAND OAKS, CA

n/a

Jack Robert Harrington

n/a

THOUSAND OAKS, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARRINGTON, DAVID, PATRICK

Partner

yes

02/2022

Feb 28, 2022

Mar 5, 2024

SOLOMON, DEAN, AZAD

Partner

yes

02/2022

Feb 28, 2022

Mar 5, 2024

Kasting, Jonathan, G

CHIEF COMPLIANCE OFFICER

11/2023

Nov 20, 2023

Mar 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 8, 2026

$568M

n/a

2024

Feb 26, 2025

$471M

n/a

2023

Mar 5, 2024

$392M

n/a

2022

Mar 22, 2023

$369M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$568M

$471M

20.6%

$369M

15.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THRIVENT ADVISOR NETWORK, LLC

Mar 3, 2022

Feb 28, 2022

THOUSAND OAKS, CA

Team lift out

Ibd to new firm

1.2%