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Hill Country Group

Updated today

Client assets under management

$142,998,420

Clients

407

12% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

81

High

Average account size

$351,347

About

Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth individuals, corporations, and other business entities. The firm offers both discretionary and non-discretionary asset management, retirement plan consulting (including acting as a 3(21) co‑fiduciary), and hourly or ongoing financial planning and consulting.

The firm uses a mix of fundamental and technical analysis alongside modern portfolio theory and long‑term strategies, tailoring portfolios to client Investment Policy Statements and reviewing accounts at least semi‑annually. Hill Country Group manages both wrap fee and non‑wrap accounts and discloses that wrap arrangements bundle execution costs with advisory fees, which can affect trading incentives and costs.

Notable distinctions in the brochure include that the firm’s principals are licensed insurance agents and one principal provides CPA tax services through an affiliated practice, with disclosures and procedures to address the resulting conflicts of interest. The firm also sponsors a wrap fee program and discloses the possibility of engaging in principal transactions with client consent — practices that the brochure highlights and that are less common among comparable team firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management

Fee options

Commissions

Insurance commissions may be earned by licensed agents affiliated with the firm

Project-based

Financial planning and consulting hourly fee $250 per hour

Other

Minimum fee: Financial planning initial fee up to $5,000 for individuals and up to $15,000 for businesses; ongoing fee 50% of initial fee

Main office location

Hill Country Group

2 Spencer Road, Suite 102

Boerne TX 78006, United States

Number of offices

1

Most active in

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

James D

Series 63, Series 66

Boerne, TX

Hill Country Group

James Davis is a financial advisor with Hill Country Group in Boerne, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has previously worked at Calton & Associates, Inc., Westpark Wealth Advisors, Inc., and IMS Securities, Inc. Outside of financial advising, he serves as a director on the board of StillWater Christian Ministries and owns a conflict resolution training business for corporate and educational clients. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory and long-term strategies, offering discretionary and non-discretionary asset management, retirement plan consulting, and ongoing financial planning.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Terry L

Series 65

Boerne, TX

Hill Country Group

Terry Langston is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with Hill Country Group, where he has worked since 2021. Prior to that, he held positions at Covenant Multifamily Offices, Eggerss Capital Management, and SIPCO. Outside of finance, Langston is the owner and designer of Comfort Pizza LLC, a restaurant in Boerne, TX, and serves as Director of National Accounts for Tifco, a distributor of MRO supplies. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to tailor portfolios according to client Investment Policy Statements and conducts at least semi-annual reviews.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Abraham W

Series 65

Boerne, TX

Hill Country Group

Abraham Williams is a financial advisor at Hill Country Group in Boerne, TX, holding a Series 65 designation. He has professional experience with several firms, including Oak Hill Advisors, Varagon Capital Partners, and BNY, spanning from 2015 through the present. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis with modern portfolio theory and long-term strategies, tailoring portfolios to client Investment Policy Statements and conducting at least semi-annual reviews.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Gregory R

Series 63, Series 65

Boerne, TX

Hill Country Group

Gregory Rickert is a financial advisor with Hill Country Group in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Westpark Wealth Advisors, Inc., and Ims Securities, Inc. Outside of his advisory work, he is a CPA who owns a tax preparation business and serves as a director for companies involved in oil and gas well reworking and in selling water valves and air purifiers. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other entities. The firm employs a blend of fundamental and technical analysis with modern portfolio theory and long-term strategies, offering both discretionary and non-discretionary asset management along with retirement plan consulting and comprehensive planning that includes insurance services.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

J Taylor D

Series 63, Series 65

Boerne, TX

Hill Country Group

J Taylor Davis is a financial advisor with Hill Country Group in Boerne, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Resolution Resource Group, M.S. Howells & Co, Calton & Associates, and Axa Advisors. Outside of advisory work, he is an owner and partner in insurance-related businesses providing health and life insurance solutions. Hill Country Group offers investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and business entities. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to tailor portfolios and provides both discretionary and non-discretionary asset management along with retirement plan consulting and financial planning.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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