Hillberg Capital Management, LLC

Overview

Hillberg Capital Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm works with both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its typical billing combines a percentage-of-assets-under-management fee with the option for hourly charges. Regulatory disclosures indicate Hillberg does not market itself as an ESG-focused manager, is not a multi-state adviser, and is not positioned as a pension consultant or a related adviser to other registered firms. The firm is not a capital allocator in the sense of sourcing third-party alternative investment managers on behalf of clients.

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Location & Offices