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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

MISSION HILLS FINANCIAL

HULL, MARK HAROLD, CRD 126812

SAN DIEGO, 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:a427122b-ed0f-8a76-7513-67a43740e54c

Data as of Feb 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 11, 2021 to Feb 26, 2024
9 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: $153MItem 5.F on the latest filing (2024-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $153M
Private client RAUM: $153MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 640
Individual clients: 227
High net worth clients: 73
SEC number: 801-120762
CRD: 126812
Filings on the tape: 9
First filed: Mar 11, 2021
Latest filed: Feb 26, 2024
Organised: Sole Proprietorship, California
Website: missionhillsfinancial.com

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
HULL, MARK, HAROLD	OWNER/CHIEF COMPLIANCE OFFICER	E	yes	11/1993	Mar 11, 2021	Feb 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
UNITED PLANNERS	n/a	n/a	n/a	N	no	n/a
WEST LEWIS PROPERTIES LLC	n/a	n/a	n/a	N	yes	n/a

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	Private funds	Fund GAV
2023	Feb 26, 2024	$153M	$153M	3	3	n/a	n/a
2022	Feb 8, 2023	$119M	$119M	2	2	n/a	n/a
2021	Feb 11, 2022	$140M	$140M	2	2	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
2023	$153M	$119M	27.9%	n/a	n/a	3	2	0	0

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
MISSION HILLS FINANCIAL ADVISORY LLC	3	Jan 9, 2025	Oct 12, 2023	SAN DIEGO, CA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (1)

← HULL, MARK, HAROLDOwnerOWNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 11, 2021 to presentfactForm ADV

Registered with (4)

← MARK HAROLD HULLAdvisorregistration: previous registration
Feb 26, 2018 to Jan 9, 2025factForm ADV
← JASON JOSEPH SHAYAAdvisorregistration: previous registration
Apr 19, 2023 to Jan 9, 2025factForm ADV
← MINKA FRANCIS HULLAdvisorregistration: previous registration
Mar 22, 2019 to Jan 9, 2025factForm ADV
← JON ALAN KERBYAdvisorregistration: previous registration
Sep 3, 2003 to Dec 31, 2005factForm ADV

Moved with (1)

→ MISSION HILLS FINANCIAL ADVISORY LLCRegistered adviser3 advisors, firm absorbed, same day
Jan 9, 2025 to Oct 12, 2023factForm ADV

Dated events

Occurred
Feb 3, 2025
Left the SEC roster
Mission Hills Financial no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $152.7M)
Form ADVobserved 5 days ago
$153M
Occurred
Jan 9, 2025
Firm absorbed
Mission Hills Financial's advisors moved to Mission Hills Financial Advisory LLC (San Diego, CA): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Mar 11, 2021
First Form ADV filing
Mission Hills Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a427122b-ed0f-8a76-7513-67a43740e54c
First observed: Mar 11, 2021
Last observed: Feb 26, 2024 31 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.

MISSION HILLS FINANCIAL

HULL, MARK HAROLD, CRD 126812

SAN DIEGO, 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:a427122b-ed0f-8a76-7513-67a43740e54c

Data as of Feb 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HULL, MARK, HAROLD

OWNER/CHIEF COMPLIANCE OFFICER

yes

11/1993

Mar 11, 2021

Feb 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

UNITED PLANNERS

n/a

WEST LEWIS PROPERTIES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 26, 2024

$153M

n/a

2022

Feb 8, 2023

$119M

n/a

2021

Feb 11, 2022

$140M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$153M

$119M

27.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MISSION HILLS FINANCIAL ADVISORY LLC

Jan 9, 2025

Oct 12, 2023

SAN DIEGO, CA

Firm absorbed

RIA to RIA

100.0%