Hill Country Kingdom Advisors

RIASEC Registered
Total AUM
$10.2M
Discretionary
$10.2M
100% of AUM
Avg account
$99.7K
Accounts
102
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
325783
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals66.74%
  • HNWI32.37%
  • Charitable Organizations0.89%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hill Country Kingdom Advisors is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients, plus small-business relationships. The firm acts as a capital allocator — it builds and manages client portfolios directly while also selecting third-party managers and funds when appropriate. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, delivered under a mix of fee arrangements (percentage of AUM, hourly charges and fixed fees). Investment practice emphasizes public funds and mutual funds as the core sleeve of client portfolios, supplemented by allocations to non‑liquid alternatives when a client’s objectives and liquidity permit. The adviser reports no active ESG investing program and is not structured as a multi-state adviser. Given the firm’s size and client base, the investment approach appears tailored and hands-on, with a willingness to place client capital into externally managed alternative strategies where suitable.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 35%, Exchange Traded Equities 30%, Cash & Cash Equivalents 18%, Other 14%, Private Funds 3%35%
  • Public Funds/Mutual Funds35%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents18%
  • Other14%
  • Private Funds3%

Contacts

2 of 2
  • Leslie Evan Frazier

    Leslie Evan Frazier

    CCO, Managing MemberCRD 5868758

  • Gregory Bronson

    Gregory Bronson

    Financial AdvisorsCRD 7324229

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth