George M. Hiller Companies, LLC

RIASEC RegisteredEst. 1981

Total AUM

$183M

Discretionary

$179M

98% of AUM

Avg account

$427K

Accounts

429

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 112409
Registered since: September 25, 1981
Website: www.georgehiller.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.7%
Individuals18.61%
Charitable Organizations1.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

George M. Hiller Companies, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 1981. The firm functions as a capital allocator for both individual and family clients as well as institutional accounts. Fees are charged via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Advisory services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. The firm also maintains a law-practice affiliation and a real estate broker relationship. The adviser does not identify as an active ESG investor and is not registered as a multi‑state adviser.