HILLCREST FINANCIAL GROUP

Overview

Hillcrest Financial Group is an independent registered investment adviser that serves individuals, families and small business owners. The firm combines financial planning with discretionary portfolio management and charges a mix of percentage-of-AUM and fixed fees. Its public filings and 13F activity show a clear tilt toward pooled public funds and ETFs rather than direct single-stock exposure or private-credit/private-equity allocations. The top position in recent filings is a short- to intermediate-duration Treasury ETF, which, together with the firm’s heavy ETF weighting, points to a portfolio construction approach that emphasizes liquid, low-cost public instruments for core allocations and interest-rate/fixed-income management for liability or income needs. Hillcrest is not structured as a capital allocator and does not report being an active ESG investor or a pension consultant. The firm was registered with the SEC in 2022 and is classified as an independent RIA owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices