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Hill Country Retirement Solutions LLC

● SEC registered since 2021CRD 307376SEC# 801-122675Boerne, TX
Export (members)
Reg. AUM
$152.1M
Employees
6
Accounts
830
Location
Boerne, TX

Hill Country Retirement Solutions LLC assets under management

Hill Country Retirement Solutions LLC is an SEC-registered investment adviser based in Boerne, TX. The firm has been registered since 2021. It reports $152.1 million in regulatory assets under management and employs 6 people.

Hill Country Retirement Solutions LLC owners & executives

3 reported
NameTitleOwnershipSince
Gregory Michael Rickert ControlManaging Member25-50%2017
J Taylor Laing Davis ControlMember And Chief Compliance Officer25-50%2020
James Robert Davis ControlManaging Member25-50%2017

Frequently asked questions

How much does Hill Country Retirement Solutions LLC manage?

Hill Country Retirement Solutions LLC reports $152.1 million in regulatory assets under management on its Form ADV.

How many employees does Hill Country Retirement Solutions LLC have?

Hill Country Retirement Solutions LLC reports 6 employees.

Where is Hill Country Retirement Solutions LLC located?

Hill Country Retirement Solutions LLC is based in Boerne, TX and has been SEC-registered since 2021.

Does Hill Country Retirement Solutions LLC disclose fund performance?

Hill Country Retirement Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Spencer Road, Suite 102, Boerne, TX 78006
Phone830-815-2000
Office hours8a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149.7M
Non-discretionary$2.3M
Total (RAUM)$152.1M