H
Hillberg Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$103,881,000
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
110
50% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
110
Average account size
$944,373
About
Hillberg Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), IRAs, trusts, profit‑sharing plans, corporations, and partnerships. The firm also offers periodic, non‑continuous advisory reviews and standalone financial planning engagements.
The firm emphasizes strategic asset allocation and diversification, implementing portfolios mainly with mutual funds and exchange‑traded funds and using fundamental analysis to evaluate securities and economic cycles. Accounts are monitored and rebalanced on an ongoing basis, and the firm typically manages client accounts on a discretionary basis when clients grant that authority.
A distinctive feature is the firm’s affiliation with an accounting practice: the owner also operates a CPA firm that provides tax, accounting, and consulting services and devotes a substantial amount of time to those activities. That mix of CPA/PFS credentials and an affiliated tax practice enables coordinated investment and tax/accounting guidance, a structure that is less common among peer advisory firms.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Business Financial Management
Fee options
1.00% annually
$300 per hour
Account minimum: $500,000 Fee-only: Fee only advisor; no commissions accepted
Main office location
Hillberg Capital Management, LLC
415 Mitchell Avenue
Turlock CA 95380-4041, United States
Number of offices
1
Most active in
Hillberg Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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