RIA Intel›Advisers›Wisconsin›RJ HILL'S FINANCIAL SERVICES, LLC

RJ HILL'S FINANCIAL SERVICES, LLC

Advisory

EAU CLAIRE, WI

Data as of Dec 24, 2025 · Source: SEC Form ADV

Average account

$98K

across 45 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 24, 2025.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$1M

Non-Discretionary AUM$3M

Discretionary %23.8%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndSeptember

Operates InCA, TN, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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