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
H••• C•••••• G••••
Legal name H••• C•••••• R••••••••• S•••••••• L••
Latest filing Feb 3, 2026
First filing on the tape Oct 12, 2021 · 7 filings
SEC status approved since Nov 16, 2021
RAUM
$176M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
81%
$143M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$35.1M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$176M as of Feb 3, 2026
Feb 14, 2022$137M then
HNW client RAUM$96.9M as of Feb 3, 2026
Feb 14, 2022$63.0M then
State-registered IARs (5.B.3)5 as of Feb 3, 2026
Feb 14, 20225 then
Employees (5.A)6 as of Feb 3, 2026
Feb 14, 20226 then
Private funds: no history
RAUM +15% over the last fiscal year+6.9% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Feb 3, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $35.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 81derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $199,681derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +17%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $1.8BreportedItem 5.I
- 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
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$96.9M55%
- Individuals$46.1M26%
- Corporations and businesses$31.9M18%
- Charitable organizations$623,9260.4%
- Individual clients
- 358reported
- HNW clients
- 49reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 879reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.81 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J• T••••• L•••• D•••• | Boerne, Tx | Mar 19, 2020 | 10 y | 2 |
| J•••• R••••• D•••• | Boerne, Tx | Mar 23, 2020 | 26 y | 3 |
| G•••••• M•••••• R•••••• | Boerne, Tx | Mar 23, 2020 | 22 y | 3 |
| T•••• L•• L••••••• | Boerne, Tx | Sep 28, 2021 | 14 y | 3 |
| A•••••• L•• W••••••• | Boerne, Tx | Oct 3, 2025 | 11 y | 0 |
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
none on the tape
Joined, latest
- T•••• L•• L••••••• from C•••••••Sep 28, 2021 · RIA to RIA
- J•••• R••••• D•••• from W••••••• W••••• A•••••••• I•••Mar 23, 2020 · RIA to RIA
- G•••••• M•••••• R•••••• from W••••••• W••••• A•••••••• I•••Mar 23, 2020 · RIA to RIA
- J• T••••• L•••• D•••• from W••••••• W••••• A•••••••• I•••Mar 19, 2020 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from W••••••• W••••• A•••••••• I•••Mar 13, 2020 · Houston, Tx
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D••••• J• T•••••• L•••• · Member And Chief Compliance Officercontrolsince 01/2020 · owns 25% to 50%
- D••••• J••••• R••••• · Managing Membercontrolsince 07/2017 · owns 25% to 50%
- R••••••• G••••••• M•••••• · Managing Membercontrolsince 07/2017 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boerne, Tx · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 830 to 879Mar 13, 2025 to Feb 3, 2026
- Corporate clients · 6 to 5Mar 13, 2025 to Feb 3, 2026
- HNW clients · 37 to 49Mar 13, 2025 to Feb 3, 2026
- Individual clients · 310 to 358Mar 13, 2025 to Feb 3, 2026
- Discretionary RAUM · $150M to $173MMar 13, 2025 to Feb 3, 2026
- HNW RAUM · $84.0M to $96.9MMar 13, 2025 to Feb 3, 2026
- Individual RAUM · $38.4M to $46.1MMar 13, 2025 to Feb 3, 2026
- Non-discretionary RAUM · $2.3M to $2.8MMar 13, 2025 to Feb 3, 2026
- RAUM · $152M to $176MMar 13, 2025 to Feb 3, 2026
- Accounts · 506 to 830Mar 28, 2024 to Mar 13, 2025
- Charity clients · unset to 1.0Mar 28, 2024 to Mar 13, 2025
- Individual clients · 442 to 310Mar 28, 2024 to Mar 13, 2025
- Pooled vehicle clients · 21.0 to unsetMar 28, 2024 to Mar 13, 2025
- Financial planning clients · 1-10 to 1-10Mar 28, 2024 to Mar 13, 2025
- Discretionary RAUM · $134M to $150MMar 28, 2024 to Mar 13, 2025
- HNW RAUM · $77.8M to $84.0MMar 28, 2024 to Mar 13, 2025
- Individual RAUM · $28.1M to $38.4MMar 28, 2024 to Mar 13, 2025
- Non-discretionary RAUM · $45.3M to $2.3MMar 28, 2024 to Mar 13, 2025
- Pooled vehicle RAUM · 45289284.0 to unsetMar 28, 2024 to Mar 13, 2025
- RAUM · $180M to $152MMar 28, 2024 to Mar 13, 2025
- Accounts · 522 to 506Jul 7, 2023 to Mar 28, 2024
- Corporate clients · 15 to 6Jul 7, 2023 to Mar 28, 2024
- HNW clients · 27 to 37Jul 7, 2023 to Mar 28, 2024
- Individual clients · 480 to 442Jul 7, 2023 to Mar 28, 2024
- Pooled vehicle clients · unset to 21.0Jul 7, 2023 to Mar 28, 2024
- Discretionary RAUM · $98.8M to $134MJul 7, 2023 to Mar 28, 2024
- HNW RAUM · $66.3M to $77.8MJul 7, 2023 to Mar 28, 2024
- Individual RAUM · $32.4M to $28.1MJul 7, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $45.0M to $45.3MJul 7, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · unset to 45289284.0Jul 7, 2023 to Mar 28, 2024
- RAUM · $144M to $180MJul 7, 2023 to Mar 28, 2024
- Accounts · 429 to 522Feb 14, 2022 to Feb 12, 2023
- Corporate clients · 14 to 15Feb 14, 2022 to Feb 12, 2023
- HNW clients · 15 to 27Feb 14, 2022 to Feb 12, 2023
- Individual clients · 400 to 480Feb 14, 2022 to Feb 12, 2023
- Discretionary RAUM · $92.0M to $98.8MFeb 14, 2022 to Feb 12, 2023
- HNW RAUM · $63.0M to $66.3MFeb 14, 2022 to Feb 12, 2023
- Individual RAUM · $29.0M to $32.4MFeb 14, 2022 to Feb 12, 2023
- Non-discretionary RAUM · $44.7M to $45.0MFeb 14, 2022 to Feb 12, 2023
- RAUM · $137M to $144MFeb 14, 2022 to Feb 12, 2023
Signals
1 dated events
- H••• C•••••• G•••• filed its initial SEC registration (Form ADV)Oct 12, 2021 · First SEC registration · fact
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
- Business phone
- 210-485-8313reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- hillcountrygroup.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 830-815-2000reportedpublic record, Form ADV, Feb 3, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $35.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026