George M. Hiller Companies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$179,897,719
Clients
423
Advisors
5
of 5 employees
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
Expertise
Fee options
Financial plan flat fee typically $2,000 to $3,500
$0 - $1,000,000: 1.5% $1,000,000+: 1.0%
$125 to $425 per hour depending on personnel and service
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
1110 Monarch Plaza, 3414 Peachtree Road NE
Atlanta GA 30326
Advisors at this office
5
Most active in
Alabama · Arkansas · California · Florida · Georgia · Louisiana · North Carolina · Tennessee · Texas
Also doing business as
George M. Hiller Companies Of Florida, Lc · George M. Hiller Companies, LLC · Hiller George M Companies LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
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.
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.
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