RIA Intel›Advisers›Michigan›HILL ISLAND FINANCIAL LLC

HILL ISLAND FINANCIAL LLC

Advisory

N·GRAND RAPIDS, MI

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$624M
1-Year AUM Growth
+34.7%
3-Year CAGR
+10.8%
Employees
8
Assets Under Management
Total AUM$624M
Discretionary AUM$588M
Non-Discretionary AUM$36M
Discretionary %94.2%
Total Clients208
Team
Total Employees8
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingJun 23, 2021
Latest FilingMar 17, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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