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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
H••• I••••• F•••••••• L••
Latest filing Aug 5, 2026
First filing on the tape Jun 23, 2021 · 22 filings
SEC status approved since Jul 26, 2021
RAUM
$624M
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
91%
$568M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$78.0M
derived; firm RAUM over IAPD count
Employees
11
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$624M as of Aug 5, 2026
Mar 22, 2022$388M then
HNW client RAUM$557M as of Aug 5, 2026
Mar 22, 2022$317M then
State-registered IARs (5.B.3)8 as of Aug 5, 2026
Mar 22, 20224 then
Employees (5.A)11 as of Aug 5, 2026
Mar 22, 20227 then
Private funds: no history
RAUM +16% over the last fiscal year+23% a year over threeIARs 8 to 8
Practice profile
derived from the filing of Aug 5, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- RAUM per advisor
- $78.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 26derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $759,864derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 8.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $624M, 221 clientsreportedItem 9.A
- 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$557M89%
- Pension and profit-sharing plans$37.1M5.9%
- Charitable organizations$17.9M2.9%
- Individuals$11.1M1.8%
- Corporations and businesses$540,2890.1%
- Individual clients
- 41reported
- HNW clients
- 167reported
- Pension plan clients
- 9reported
- Charitable clients
- n/areported
- Accounts
- 821reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $624M for 221 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R•••••• L••••• P•••• | Grand Rapids, Mi | Sep 3, 2021 | 20 y | 2 |
| K•••• M•••••• T•••• | Grand Rapids, Mi | Sep 3, 2021 | 24 y | 1 |
| J••••• M•••••• | Grand Rapids, Mi | Feb 2, 2022 | 17 y | 0 |
| A•••• L•••• N•••••Certified Financial Planner | Grand Rapids, Mi | Aug 29, 2022 | 29 y | 1 |
| A••••• B••••••• | Grand Rapids, Mi | Dec 19, 2022 | 18 y | 0 |
| J•••• A••••• V••••••••• | Grand Rapids, Mi | Sep 3, 2024 | 10 y | 0 |
| B•••• A•••••••• A•••••Certified Financial Planner | Grand Rapids, Mi | Sep 3, 2024 | 10 y | 3 |
| D••••• J•• B••••••• | Grand Rapids, Mi | Mar 30, 2026 | 22 y | 2 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount2 left over 36 months
Left, latest
- A••••• N••••••• K•••• to F••••• W••••• M••••••••• L•••Nov 3, 2025 · RIA to RIA
- S•••• G•••••• to E•••• S••••••••• L••Oct 3, 2023 · RIA to affiliated broker-dealer or bank
- R••• S•••• W••••••• to M••••• G••••• A••••••• I•••Nov 17, 2022 · RIA to RIA
Joined, latest
- D••••• J•• B••••••• from A••••••••• F•••••••• S•••••••• L••Mar 30, 2026 · Affiliated broker-dealer or bank to independent RIA
- B•••• A•••••••• A••••• from H••••••••• N•••• W••••• A•••••••• I•••Sep 3, 2024 · RIA to RIA
- S•••• G•••••• from L•• F•••••••• L••Sep 15, 2023 · Affiliated broker-dealer or bank to independent RIA
- A•••• L•••• N••••• from F•••• T•••• S••••••••• I•••Aug 29, 2022 · Affiliated broker-dealer or bank to independent RIA
- K•••• M•••••• T•••• from A••••••••• F•••••••• S•••••••• L••Sep 3, 2021 · Affiliated broker-dealer or bank to a newly registered adviser
- R••• S•••• W••••••• from A••••••••• F•••••••• S•••••••• L••Sep 3, 2021 · Affiliated broker-dealer or bank to a newly registered adviser
- R•••••• L••••• P•••• from A••••••••• F•••••••• S•••••••• L••Sep 3, 2021 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from A••••••••• F•••••••• S•••••••• L••Sep 7, 2021 · Grand Rapids, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••• J••••• · Member / Principal And Chief Compliance Officercontrolsince 09/2021 · owns 10% to 25%
- T••••• K••••• M•••••• · Managing Member / Managing Principalcontrolsince 09/2021 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Grand Rapids, Mi · principal | 8 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 572 to 821Oct 2, 2025 to Mar 17, 2026
- HNW clients · 147 to 167Oct 2, 2025 to Mar 17, 2026
- Individual clients · 51 to 41Oct 2, 2025 to Mar 17, 2026
- Pension plan clients · 10 to 9Oct 2, 2025 to Mar 17, 2026
- Assets in custody · $506M to $624MOct 2, 2025 to Mar 17, 2026
- Employees · 10 to 11Oct 2, 2025 to Mar 17, 2026
- Discretionary RAUM · $506M to $588MOct 2, 2025 to Mar 17, 2026
- HNW RAUM · $460M to $557MOct 2, 2025 to Mar 17, 2026
- Individual RAUM · $27.5M to $11.1MOct 2, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $31.3M to $36.3MOct 2, 2025 to Mar 17, 2026
- Pension RAUM · $47.5M to $37.1MOct 2, 2025 to Mar 17, 2026
- RAUM · $537M to $624MOct 2, 2025 to Mar 17, 2026
- Financial planning clients · 0 to 0Mar 21, 2025 to Oct 2, 2025
- Accounts · 550 to 572Feb 14, 2025 to Mar 21, 2025
- Advisory employees · 5 to 8Feb 14, 2025 to Mar 21, 2025
- HNW clients · 141 to 147Feb 14, 2025 to Mar 21, 2025
- Individual clients · 55 to 51Feb 14, 2025 to Mar 21, 2025
- Pension plan clients · 9 to 10Feb 14, 2025 to Mar 21, 2025
- Assets in custody · $423M to $506MFeb 14, 2025 to Mar 21, 2025
- Employees · 8 to 10Feb 14, 2025 to Mar 21, 2025
- State-registered IARs · 5 to 8Feb 14, 2025 to Mar 21, 2025
- Discretionary RAUM · $423M to $506MFeb 14, 2025 to Mar 21, 2025
- HNW RAUM · $384M to $460MFeb 14, 2025 to Mar 21, 2025
- Individual RAUM · $20.7M to $27.5MFeb 14, 2025 to Mar 21, 2025
- Non-discretionary RAUM · $23.2M to $31.3MFeb 14, 2025 to Mar 21, 2025
- Pension RAUM · $25.6M to $47.5MFeb 14, 2025 to Mar 21, 2025
- RAUM · $447M to $537MFeb 14, 2025 to Mar 21, 2025
- Accounts · 497 to 550Sep 15, 2023 to Mar 26, 2024
- HNW clients · 107 to 141Sep 15, 2023 to Mar 26, 2024
- Individual clients · 115 to 55Sep 15, 2023 to Mar 26, 2024
- Pension plan clients · 10 to 9Sep 15, 2023 to Mar 26, 2024
- Assets in custody · unset to 423401383.0Sep 15, 2023 to Mar 26, 2024
- Custody of client assets · false to trueSep 15, 2023 to Mar 26, 2024
- Employees · 7 to 8Sep 15, 2023 to Mar 26, 2024
- Discretionary RAUM · $311M to $423MSep 15, 2023 to Mar 26, 2024
- HNW RAUM · $275M to $384MSep 15, 2023 to Mar 26, 2024
- Individual RAUM · $24.7M to $20.7MSep 15, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $20.3M to $23.2MSep 15, 2023 to Mar 26, 2024
- Pension RAUM · $22.0M to $25.6MSep 15, 2023 to Mar 26, 2024
- RAUM · $332M to $447MSep 15, 2023 to Mar 26, 2024
Signals
8 dated events
- A••••• N••••••• K•••• left H••• I••••• F•••••••• L•• for F••••• W••••• M••••••••• L••• (registered 2026-01-20)Nov 3, 2025 · Advisor changed firm · fact
- H••• I••••• F•••••••• L•• reported RAUM $446.6M, up 35% from $331.6M (2023-09-15 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- S•••• G•••••• left H••• I••••• F•••••••• L•• for E•••• S••••••••• L•• (registered 2024-02-12)Oct 3, 2023 · Advisor changed firm · fact
- R••• S•••• W••••••• left H••• I••••• F•••••••• L•• for M••••• G••••• A••••••• I••• (registered 2025-12-10)Nov 17, 2022 · Advisor changed firm · fact
- Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of H••• I••••• F•••••••• L•• (listed 2021-06-23, absent 2021-08-20)Aug 20, 2021 · Control person left · inference
- Matthew Kevin Toler (Managing Member / Managing Principal) appeared on Schedule A of H••• I••••• F•••••••• L••Aug 20, 2021 · Control person joined · fact
- J••••• M•••••• (Member / Principal And Chief Compliance Officer) appeared on Schedule A of H••• I••••• F•••••••• L••Aug 20, 2021 · Control person joined · fact
- A•• A••••••• L•• filed its initial SEC registration (Form ADV)Jun 23, 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
- 616-977-2639reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/hill-island-financialreportedpublic record, Form ADV, Sep 18, 2026
- Website
- HillIslandFinancial.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (616) 977-2639reportedpublic record, Form ADV, Aug 5, 2026
- Contact form
- HillIslandFinancial.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- hillislandfinancial.com/team-membersreportedpublished by the firm, firm site, Sep 15, 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
- $78.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026