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George M. Hiller Companies, LLC

Updated today

Client assets under management

$179,897,719

Clients

423

39% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

85

High

Average account size

$425,290

About

The firm provides investment advice to a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, trusts, charitable organizations, private foundations and business entities. Services described in the brochure include discretionary and non‑discretionary portfolio management, individual and company 401(k) management, financial planning, and assistance with 529 plan setup and implementation.

The firm's investment approach emphasizes diversified asset allocation with a long‑term tilt toward equity exposure, using mutual funds, ETFs and individual securities and, when appropriate, strategies such as option writing and margin. Research and implementation draw on a mix of fundamental, technical, quantitative and qualitative analysis, with an operational preference for no‑load funds and institutional custodial relationships to execute and administer client accounts.

What is distinctive about this adviser is that the firm’s principal is also a licensed attorney and a licensed real‑estate broker and may provide legal services separate from advisory engagements, an affiliation the brochure discloses as a potential conflict of interest. The firm describes steps to address those conflicts — including formal disclosures, a Code of Ethics and internal monitoring — and also discloses receipt of non‑economic benefits from fund managers and custodians (conferences, educational access and similar items) that are used in due diligence and practice support.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial plan flat fee typically $2,000 to $3,500

Percentage

$0 - $1,000,000: 1.5% $1,000,000+: 1.0%

Project-based

$125 to $425 per hour depending on personnel and service

Other

Account minimum: $250,000.00 Minimum fee: $50 non-refundable account maintenance fee per account, billed $25 in March and September each year Fee-only: Financial planning fees typically $2,000 to $3,500; billable hourly fees $125 to $425 per hour

Main office location

George M. Hiller Companies, LLC

3414 Peachtree Rd Ne, Suite 1110

Atlanta GA 30326-1167, United States

Number of offices

1

Most active in

Alabama · Arkansas · California · Florida · Georgia · Louisiana · North Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Russell H

Series 65

Atlanta, GA

George M. Hiller Companies, LLC

Russell Hiller is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with George M. Hiller Companies, LLC since 1999. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a five-advisor team managing approximately $170 million for about 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation and diversification with a preference for long-term equity exposure using a variety of investment strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

George H

CFP®, Series 65

Atlanta, GA

George M. Hiller Companies, LLC

George Hiller Jr. is a CFP® with 21 years of industry experience, currently serving at George M. Hiller Companies, LLC since 2003. The firm is a team of five advisors based in Atlanta, GA. George M. Hiller Companies, LLC is an SEC-registered advisory firm managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, with an investment approach focused on asset allocation, diversification, and a preference for long-term equity exposure using a variety of securities and strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Billy L

CFP®

Atlanta, GA

George M. Hiller Companies, LLC

Billy Loveless is a CFP® professional with 21 years of industry experience. He has been with George M. Hiller Companies, LLC since 2004. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a team of five managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation and diversification with a preference for long-term equity exposure.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Steven H

CFP®, Series 63

Atlanta, GA

George M. Hiller Companies, LLC

Steven Humphrey is a CFP® professional with 22 years of industry experience. He has been with George M. Hiller Companies, LLC since 2003. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for about 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, focusing on asset allocation and diversification with a preference for long-term equity exposure through mutual funds, ETFs, individual securities, and various trading strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

George H

CFP®, Series 63

Atlanta, GA

George M. Hiller Companies, LLC

George Hiller is a CFP® with 26 years of industry experience and has been with George M. Hiller Companies, LLC since 1985. He holds the Series 63 designation and is based in Atlanta, GA. Outside of advisory work, firm management includes licensed attorney and real estate broker credentials. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for around 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation, diversification, and a preference for long-term equity exposure through various investment strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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