DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•• C•••••• A••••••• L••
Latest filing Aug 5, 2026
First filing on the tape Mar 30, 2012 · 25 filings
SEC status approved since Jan 17, 2002
RAUM
$301M
reported, Item 5.F
Discretionary
80%
of RAUM
Private clients
1.4%
$4.1M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$151M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$301M as of Aug 5, 2026
Mar 30, 2012$154M then
HNW client RAUM$4.0M as of Aug 5, 2026
Mar 29, 2018$4.9M then
State-registered IARs (5.B.3)2 as of Aug 5, 2026
Mar 18, 20130 then
Employees (5.A)3 as of Aug 5, 2026
Mar 18, 20132 then
Private funds: no history
RAUM +1.5% over the last fiscal year+7.1% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Aug 5, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $151MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 2derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $7.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 80%derivedof RAUM
- Institutional
- 99%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$297M99%
- High-net-worth individuals$4.0M1.3%
- Individuals$92,4900.0%
- Individual clients
- 1reported
- HNW clients
- 2reported
- Pension plan clients
- 35reported
- Charitable clients
- 0reported
- Accounts
- 41reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.01 fund_share=0.0 institutional_share=0.99 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| P•••••• L••••••• H•••• | Seattle, Wa | Aug 5, 2026 | 10 y | 1 |
| T•••••• C•••••• H••• | Seattle, Wa | Aug 11, 2026 | 26 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- C••• A••••• to I•••••• M•••••• A•••••••• L••Jul 31, 2017 · Other
- R•••••• W••••••••• to T••••Feb 27, 2013 · Other
- J••• P••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Nov 13, 2012 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••• T••••••• C•••••• · Ccocontrolsince 07/2017 · owns 75% or more
- H•••• T••••••• C•••••• · Managing Membercontrolsince 12/1992 · owns 75% or more of T•••••• C•••••• H•••
Entity owners
- T•••••• C•••••• H••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- B•••••• A••••••••• C••••••• L••LP sponsorreal estaten
- F•••• H••• T•••• C••••••n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Seattle, Wa · principal | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 40 to 41Mar 12, 2025 to Mar 10, 2026
- Discretionary RAUM · $215M to $242MMar 12, 2025 to Mar 10, 2026
- HNW RAUM · $3.6M to $4.0MMar 12, 2025 to Mar 10, 2026
- Individual RAUM · $699,154 to $92,490Mar 12, 2025 to Mar 10, 2026
- Non-discretionary RAUM · $81.9M to $59.7MMar 12, 2025 to Mar 10, 2026
- Pension RAUM · $293M to $297MMar 12, 2025 to Mar 10, 2026
- RAUM · $297M to $301MMar 12, 2025 to Mar 10, 2026
- Accounts · 41 to 40Mar 12, 2024 to Mar 12, 2025
- Financial planning clients · 0 to 0Mar 12, 2024 to Mar 12, 2025
- Discretionary RAUM · $213M to $215MMar 12, 2024 to Mar 12, 2025
- HNW RAUM · $3.3M to $3.6MMar 12, 2024 to Mar 12, 2025
- Individual RAUM · $697,222 to $699,154Mar 12, 2024 to Mar 12, 2025
- Non-discretionary RAUM · $74.8M to $81.9MMar 12, 2024 to Mar 12, 2025
- Pension RAUM · $284M to $293MMar 12, 2024 to Mar 12, 2025
- RAUM · $288M to $297MMar 12, 2024 to Mar 12, 2025
- Accounts · 42 to 41Mar 14, 2023 to Mar 12, 2024
- Discretionary RAUM · $180M to $213MMar 14, 2023 to Mar 12, 2024
- HNW RAUM · $3.0M to $3.3MMar 14, 2023 to Mar 12, 2024
- Individual RAUM · $1.3M to $697,222Mar 14, 2023 to Mar 12, 2024
- Non-discretionary RAUM · $64.8M to $74.8MMar 14, 2023 to Mar 12, 2024
- Pension RAUM · $241M to $284MMar 14, 2023 to Mar 12, 2024
- RAUM · $245M to $288MMar 14, 2023 to Mar 12, 2024
- Accounts · 43 to 42Apr 5, 2022 to Mar 14, 2023
- Discretionary RAUM · $210M to $180MApr 5, 2022 to Mar 14, 2023
- HNW RAUM · $3.5M to $3.0MApr 5, 2022 to Mar 14, 2023
- Individual RAUM · $1.7M to $1.3MApr 5, 2022 to Mar 14, 2023
- Non-discretionary RAUM · $78.6M to $64.8MApr 5, 2022 to Mar 14, 2023
- Pension RAUM · $283M to $241MApr 5, 2022 to Mar 14, 2023
- RAUM · $288M to $245MApr 5, 2022 to Mar 14, 2023
- Accounts · 45 to 43Mar 24, 2021 to Mar 28, 2022
- Charity clients · unset to 0.0Mar 24, 2021 to Mar 28, 2022
- Corporate clients · unset to 0.0Mar 24, 2021 to Mar 28, 2022
- HNW clients · 6 to 2Mar 24, 2021 to Mar 28, 2022
- Individual clients · unset to 1.0Mar 24, 2021 to Mar 28, 2022
- Pooled vehicle clients · unset to 0.0Mar 24, 2021 to Mar 28, 2022
- Discretionary RAUM · $162M to $210MMar 24, 2021 to Mar 28, 2022
- HNW RAUM · $6.6M to $3.5MMar 24, 2021 to Mar 28, 2022
- Individual RAUM · unset to 1688237.0Mar 24, 2021 to Mar 28, 2022
- Non-discretionary RAUM · $93.1M to $78.6MMar 24, 2021 to Mar 28, 2022
- Pension RAUM · $249M to $283MMar 24, 2021 to Mar 28, 2022
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- firsthilltrust.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 206-625-1800reportedpublic record, Form ADV, Aug 5, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $151Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026