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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

HILL INVESTMENT GROUP

HILL INVESTMENT GROUP, LLC, CRD 136452

ST. LOUIS, MO

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:9a9e54f6-d3d6-9892-6583-70c2dea9c6cf

Data as of Dec 2, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Mar 12, 2012 to Dec 2, 2020
41 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $678MItem 5.F on the latest filing (2020-12-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $678M
Private client RAUM: $674MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12
Advisory employees: 10
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 948
Individual clients: 108
High net worth clients: 144
Custody, client assets: $678M
SEC number: 801-64551
CRD: 136452
Filings on the tape: 41
First filed: Mar 12, 2012
Latest filed: Dec 2, 2020
Organised: Limited Liability Company, Missouri

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
HALL, MATTHEW, AARON	CO-FOUNDER, PRESIDENT AND CHIEF EXECUTIVE OFFICER	E	yes	06/2005	Mar 12, 2012	Dec 2, 2020
REAGAN, JOHN, PATRICK	Member	B	yes	02/2016	Mar 14, 2016	Dec 2, 2020
SCHIFFER, NELL, SWANSON	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	Na	yes	12/2017	Jan 30, 2018	Dec 2, 2020

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Houston	TX	United States	2	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 28, 2020	$678M	$678M	12	10	1	n/a	n/a
2018	Mar 16, 2019	$616M	$616M	11	9	1	n/a	n/a
2017	Jan 30, 2018	$641M	$641M	9	7	1	n/a	n/a
2016	Mar 31, 2017	$570M	$570M	8	6	n/a	n/a	n/a
2015	Feb 4, 2016	$451M	$451M	7	6	n/a	n/a	n/a
2014	Jan 15, 2015	$437M	$437M	6	6	n/a	n/a	n/a
2013	Mar 24, 2014	$394M	$394M	6	6	n/a	n/a	n/a
2012	Mar 28, 2013	$335M	$335M	5	5	n/a	n/a	n/a
2011	Mar 12, 2012	$284M	$284M	n/a	n/a	n/a	n/a	n/a

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
2019	$678M	$616M	10.1%	$570M	6.0%	12	11	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HILL INVESTMENT GROUP	5	Mar 1, 2021	Mar 1, 2021	ST LOUIS, MO	Firm absorbed	RIA to new firm	100.0%

Relationships

Controls (3)

← HALL, MATTHEW, AARONOwnerCO-FOUNDER, PRESIDENT AND CHIEF EXECUTIVE OFFICER, ownership code E, individual
Mar 12, 2012 to presentfactForm ADV
← REAGAN, JOHN, PATRICKOwnerMEMBER, ownership code B, individual
Mar 14, 2016 to presentfactForm ADV
← SCHIFFER, NELL, SWANSONOwnerCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Jan 30, 2018 to presentfactForm ADV

Moved with (1)

→ HILL INVESTMENT GROUPRegistered adviser5 advisors, firm absorbed, same day
Mar 1, 2021 to Mar 1, 2021factForm ADV

Registered with (8)

← WALTER CHALMERS REISINGERAdvisorregistration: previous registration
Apr 8, 2011 to Mar 1, 2021factForm ADV
← MATTHEW AARON HALLAdvisorregistration: previous registration
Jul 29, 2005 to Mar 1, 2021factForm ADV
← John ReaganAdvisorregistration: previous registration
Jun 29, 2012 to Mar 1, 2021factForm ADV
← NELL SWANSON SCHIFFERAdvisorregistration: previous registration
Aug 16, 2017 to Mar 1, 2021factForm ADV
← Matthew G LuzeckyAdvisorregistration: previous registration
Dec 12, 2019 to Mar 1, 2021factForm ADV
← HENRY STANTON BRAGGAdvisorregistration: previous registration
Mar 22, 2014 to Oct 22, 2020factForm ADV
← Jared Michael MachenAdvisorregistration: previous registration
Dec 22, 2017 to Jul 19, 2019factForm ADV
← JEFFREY ROBERT SNODGRASSAdvisorregistration: previous registration
Feb 27, 2009 to May 27, 2016factForm ADV

Dated events

Occurred
Nov 5, 2020
Control person left
Newell Richard Hill (Founding Member) no longer on Schedule A of Hill Investment Group (listed 2020-08-28, absent 2020-11-05)
Form ADVobserved 6 days ago
Occurred
Nov 5, 2020
Control person left
Stanton Henry Bragg (Member) no longer on Schedule A of Hill Investment Group (listed 2020-08-28, absent 2020-11-05)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a9e54f6-d3d6-9892-6583-70c2dea9c6cf
First observed: Mar 12, 2012
Last observed: Dec 2, 2020 70 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.

HILL INVESTMENT GROUP

HILL INVESTMENT GROUP, LLC, CRD 136452

ST. LOUIS, MO

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:9a9e54f6-d3d6-9892-6583-70c2dea9c6cf

Data as of Dec 2, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:15 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HALL, MATTHEW, AARON

CO-FOUNDER, PRESIDENT AND CHIEF EXECUTIVE OFFICER

yes

06/2005

Mar 12, 2012

Dec 2, 2020

REAGAN, JOHN, PATRICK

Member

yes

02/2016

Mar 14, 2016

Dec 2, 2020

SCHIFFER, NELL, SWANSON

CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER

yes

12/2017

Jan 30, 2018

Dec 2, 2020

City

State

Country

Employees

Also broker-dealer

Houston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 28, 2020

$678M

n/a

2018

Mar 16, 2019

$616M

n/a

2017

Jan 30, 2018

$641M

n/a

2016

Mar 31, 2017

$570M

n/a

2015

Feb 4, 2016

$451M

n/a

2014

Jan 15, 2015

$437M

n/a

2013

Mar 24, 2014

$394M

n/a

2012

Mar 28, 2013

$335M

n/a

2011

Mar 12, 2012

$284M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$678M

$616M

10.1%

$570M

6.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HILL INVESTMENT GROUP

Mar 1, 2021

ST LOUIS, MO

Firm absorbed

RIA to new firm

100.0%