GEORGE M. HILLER COMPANIES, LLC
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
FINTRXOverview
George M. Hiller Companies, LLC is an independent registered investment adviser formed in 1981 that combines financial advisory with law firm and real estate broker activities. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions, plus the selection of outside advisers when specific expertise is needed. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, enabling the firm to serve clients with different needs and engagement styles. Investment activity shows a clear equity bias: the firm favors exchange-traded equities as its primary building block and maintains separately managed account relationships. The adviser does not position itself as an active ESG investor. The firm's advisory mix and affiliation with legal and real estate services suggest they integrate investment management with broader wealth, tax and transactional advice for clients who require both portfolio oversight and specialized legal or property-related guidance.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1GEORGE HILLER
President and CEOCRD 1087767
Contacts
3 of 4RUSSELL HILLER
Director of Portfolio OperationsCRD 4939470
BILLY LOVELESS
Vice PresidentCRD 4764473
GEORGE HILLER
Vice PresidentCRD 4837223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3414 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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