MISSION HILL ADVISORS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$148M
Discretionary
$148M
100% of AUM
Avg account
$1.2M
Accounts
119
Employees
1
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
171866
Registered since
December 16, 2019
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 individually owned, SEC-registered investment adviser that manages discretionary portfolios for both high-net-worth individuals/families and institutional clients. The firm provides traditional portfolio management for individuals and small businesses, portfolio management for business and institutional accounts, and acts as a capital allocator by selecting and monitoring third‑party managers. Its advisory model leans on managed account strategies and external manager selection rather than operating as an active ESG-focused shop — the firm does not identify as an active ESG investor. Fee arrangements include a percentage-of-AUM component along with hourly and fixed-fee options, which reflects flexibility for bespoke or project-based work in addition to ongoing portfolio management. Mission Hill Advisors, LLC’s SEC registration dates to 2019, and it presents itself as a relatively new adviser that combines direct portfolio oversight with outsourced manager relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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%, Other 35%, US Government Bonds 10%, Non-Investment Grade Corp Bonds 10%, Exchange Traded Equities 5%, Cash & Cash Equivalents 5%35%
  • Public Funds/Mutual Funds35%
  • Other35%
  • US Government Bonds10%
  • Non-Investment Grade Corp Bonds10%
  • Exchange Traded Equities5%

Contacts

1 of 1
  • HAROLD PETERSON

    Managing PrincipalCRD 1605103

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

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1100 W 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth