Mission Hill Advisors, LLC

RIAState Registered

Total AUM

$148M

Discretionary

$148M

100% of AUM

Avg account

$1.2M

Accounts

119

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 171866
Registered since: December 16, 2019
Website: missionhilladvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.84%
Corporations / Businesses10.14%
Charitable Organizations2.03%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mission Hill Advisors, LLC is an independent, Texas-based registered investment adviser organized as an LLC and described as a capital allocator that serves both individuals/families and institutional clients. The firm offers portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Compensation models include a percentage of assets under management as well as hourly and fixed fees. Mission Hill is not an active ESG investor, is not a multi-state adviser, and is identified as a newly formed adviser.