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.
SEC-registered adviser
Hill Investment Group
Legal name Hill Investment Group Partners, LLC
Latest filing Mar 31, 2026
First filing on the tape Dec 17, 2020 · 25 filings
SEC status approved since Jan 19, 2021
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$1.1B individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$168M
derived; firm RAUM over IAPD count
Employees
12
8 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.3B as of Mar 31, 2026
Mar 29, 2022$676M then
HNW client RAUM$1.0B as of Mar 31, 2026
Mar 29, 2022$637M then
State-registered IARs (5.B.3)8 as of Mar 31, 2026
Mar 29, 202210 then
Employees (5.A)12 as of Mar 31, 2026
Mar 29, 202211 then
Private funds: no history
RAUM +29% over the last fiscal year+17% a year over threeIARs 8 to 8offices 6 to 7
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $168MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 48derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $908,740derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -7.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, pension consulting, otherreportedItem 5.G
- Custody
- $563M, 201 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.0B77%
- Investment companies$222M16%
- Individuals$65.0M4.8%
- Charitable organizations$17.8M1.3%
- Individual clients
- 172reported
- HNW clients
- 208reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 1,481reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $563M for 201 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.82 fund_share=0.16 institutional_share=0.01 related_bd=true related_bank=true bd_reps=1.0 bank_owner=falsederived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Nell Swanson Schiffer | St. Louis, Mo | Mar 1, 2021 | 11 y | 1 |
| Matthew Aaron Hall | St. Louis, Mo | Mar 1, 2021 | 25 y | 2 |
| Walter Chalmers Reisinger | St. Louis, Mo | Mar 1, 2021 | 25 y | 3 |
| Matthew Nielsen Zenz | New York, Ny | Sep 14, 2021 | 11 y | 0 |
| John Dozier Gardner | St. Louis, Mo | Dec 20, 2023 | 13 y | 0 |
| Jonesy Nicole Chauvot | Austin, Tx | Mar 29, 2024 | 10 y | 1 |
| Nicklaus Parker Ashby | Brentwood, Tn | Jul 17, 2024 | 10 y | 0 |
| Grace Lancaster Kreifels | Santa Monica, Ca | Sep 20, 2024 | 12 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 headcount3 left over 36 months
Left, latest
- Matthew G Luzecky to Moneta Group Investment Advisors, LLCJan 2, 2025 · RIA to RIA
- Jacob T Brydels to Wheelhouse Advisory Group, LLCSep 18, 2024 · RIA to RIA
- John Reagan to M Holdings Securities, Inc.Mar 29, 2024 · RIA to affiliated broker-dealer or bank
- Britt Megan Myszka to Envision Financial Planning, LLCJun 29, 2023 · RIA to RIA
Joined, latest
- Jonesy Nicole Chauvot from Dimensional Fund Advisors LPMar 29, 2024 · Other
- Britt Megan Myszka from Commonwealth Financial NetworkOct 31, 2022 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from Hill Investment GroupMar 1, 2021 · St Louis, Mo · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Aaron Matthew Hall · President And Ceocontrolsince 12/2020 · owns less than 5%
- Swanson Nell Schiffer · Cco And Advisorcontrolsince 12/2020 · owns less than 5%
- Nielsen Matthew Zenz · Ciocontrolsince 08/2021 · owns less than 5%
Entity owners
- Focus Operating, LLC · Memberdirect · owns 75% or more
- Cd&R Ferdinand Co-Investor, L.P. · Partnerindirect · owns 25% to 50% of Cd&R Ferdinand Holdings, L.P.
- Cd&R Ferdinand Holdings, L.P. · Partnerindirect · owns 50% to 75% of Ferdinand Ffp Ultimate Holdings, LP
- Clayton, Dubilier & Rice Fund Xii, L.P. · Partnerindirect · owns 50% to 75% of Cd&R Ferdinand Holdings, L.P.
- Ferdinand Ffp Acquisition, LLC · Shareholder, Class A Common Stockindirect · owns 75% or more of Focus Financial Partners Inc.
- Ferdinand Ffp Intermediate Holdings, LLC · Memberindirect · owns 75% or more of Ferdinand Ffp Acquisition, LLC
- Ferdinand Ffp Parent, Inc. · Memberindirect · owns 75% or more of Ferdinand Ffp Intermediate Holdings, LLC
- Ferdinand Ffp Ultimate Holdings, LP · Shareholder, Class B Common Stockindirect · owns 75% or more of Focus Financial Partners Inc.
- Ferdinand Ffp Ultimate Holdings, LP · Shareholderindirect · owns 75% or more of Ferdinand Ffp Parent, Inc.
- Focus Financial Partners Inc. · Memberindirect · owns 75% or more of Focus Financial Partners, LLC
- Focus Financial Partners, LLC · Memberindirect · owns 75% or more of Focus Operating, LLC
Related persons
Schedule D 7.A
- Focus Risk Solutions, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Louis, Mo | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Brentwood, TN2 employees
- Houston, TX2 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,499 to 1,481Sep 8, 2025 to Mar 31, 2026
- Advisory activities · 5 to 6Sep 8, 2025 to Mar 31, 2026
- Individual clients · 202 to 172Sep 8, 2025 to Mar 31, 2026
- Pension plan clients · 7 to 0Sep 8, 2025 to Mar 31, 2026
- Assets in custody · $584M to $563MSep 8, 2025 to Mar 31, 2026
- Employees · 10 to 12Sep 8, 2025 to Mar 31, 2026
- Insurance-licensed employees · 7 to 1Sep 8, 2025 to Mar 31, 2026
- Other offices · 6 to 7Sep 8, 2025 to Mar 31, 2026
- Discretionary RAUM · $969M to $1.3BSep 8, 2025 to Mar 31, 2026
- HNW RAUM · $929M to $1.0BSep 8, 2025 to Mar 31, 2026
- Individual RAUM · $78.9M to $65.0MSep 8, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $73.9M to $0Sep 8, 2025 to Mar 31, 2026
- Pension RAUM · $18.3M to $0Sep 8, 2025 to Mar 31, 2026
- RAUM · $1.0B to $1.3BSep 8, 2025 to Mar 31, 2026
- Accounts · 1,475 to 1,499Nov 20, 2024 to Mar 31, 2025
- Advisory employees · 12 to 8Nov 20, 2024 to Mar 31, 2025
- Advisory activities · 6 to 5Nov 20, 2024 to Mar 31, 2025
- BD registered reps · 0 to 1Nov 20, 2024 to Mar 31, 2025
- HNW clients · 221 to 208Nov 20, 2024 to Mar 31, 2025
- Individual clients · 215 to 202Nov 20, 2024 to Mar 31, 2025
- Pension plan clients · 0 to 7Nov 20, 2024 to Mar 31, 2025
- Assets in custody · $971M to $584MNov 20, 2024 to Mar 31, 2025
- Employees · 14 to 10Nov 20, 2024 to Mar 31, 2025
- Insurance-licensed employees · 0 to 7Nov 20, 2024 to Mar 31, 2025
- Financial planning clients · 251-500 to 251-500Nov 20, 2024 to Mar 31, 2025
- State-registered IARs · 12 to 8Nov 20, 2024 to Mar 31, 2025
- Other offices · 4 to 6Nov 20, 2024 to Mar 31, 2025
- Discretionary RAUM · $971M to $969MNov 20, 2024 to Mar 31, 2025
- HNW RAUM · $883M to $929MNov 20, 2024 to Mar 31, 2025
- Individual RAUM · $72.8M to $78.9MNov 20, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $0 to $73.9MNov 20, 2024 to Mar 31, 2025
- Pension RAUM · $0 to $18.3MNov 20, 2024 to Mar 31, 2025
- RAUM · $971M to $1.0BNov 20, 2024 to Mar 31, 2025
- Related insurance company · false to trueNov 20, 2024 to Mar 31, 2025
- Advisory activities · 5 to 6Nov 19, 2024 to Nov 20, 2024
- Employees · 16 to 14Nov 19, 2024 to Nov 20, 2024
- Accounts · 445 to 1,475Sep 29, 2023 to Mar 29, 2024
- Advisory employees · 13 to 12Sep 29, 2023 to Mar 29, 2024
- Charity clients · 0 to 1Sep 29, 2023 to Mar 29, 2024
- HNW clients · 203 to 221Sep 29, 2023 to Mar 29, 2024
Signals
10 dated events
- Hill Investment Group reported RAUM $1.3B, up 29% from $1.0B (2025-09-08 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Matthew G Luzecky left Hill Investment Group for Moneta Group Investment Advisors, Llc (registered 2025-01-09)Jan 2, 2025 · Advisor changed firm · fact
- Jacob T Brydels left Hill Investment Group for Wheelhouse Advisory Group, Llc (registered 2024-10-29)Sep 18, 2024 · Advisor changed firm · fact
- John Reagan left Hill Investment Group for M Holdings Securities, Inc. (registered 2024-08-19)Mar 29, 2024 · Advisor changed firm · fact
- Nielsen Matthew Zenz (Cio) appeared on Schedule A of Hill Investment GroupMar 29, 2024 · Control person joined · fact
- Patrick John Reagan (Lead Client Service) no longer on Schedule A of Hill Investment Group (listed 2023-09-29, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- John Patrick Mcdaniel (Lead Business Development) no longer on Schedule A of Hill Investment Group (listed 2023-03-31, absent 2023-08-12)Aug 12, 2023 · Control person left · inference
- Britt Megan Myszka left Hill Investment Group for Envision Financial Planning, Llc (registered 2023-07-28)Jun 29, 2023 · Advisor changed firm · fact
- John Patrick Mcdaniel (Lead Business Development) appeared on Schedule A of Hill Investment GroupMar 30, 2021 · Control person joined · fact
- Hill Investment Group filed its initial SEC registration (Form ADV)Dec 17, 2020 · 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
- Firm profile
- linkedin.com/company/2064318reportedpublic record, Form ADV, Sep 17, 2026
- Website
- hilltlv.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-448-4023reportedpublic record, Form ADV, Mar 31, 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
- $168Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026