A complete list of active advisors currently associated with Hill Country Kingdom Advisors

Warmer can help you find a great advisor at Hill Country Kingdom Advisors or one who fits your needs even better.

Hill Country Kingdom Advisors provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, and to charitable organizations. The firm offers portfolio management, modular and broad-based financial planning, retirement/401(k) management referrals, investment consultation, and small-business financial advice, and may refer clients to third‑party managers or sub‑advisors for portions of client portfolios. The firm documents client objectives and risk tolerances in individual Investment Policy Statements and typically manages accounts on a discretionary basis consistent with those statements. Its stated methods include fundamental analysis and modern portfolio theory, and its investment toolbox can include long‑term equity and fixed‑income strategies as well as margin, options, structured investments, and private placement allocations; it also uses a named sub‑advisor to construct and manage certain model portfolios. Distinctive aspects of the firm include that its supervised persons conduct licensed insurance agency activities and the firm is affiliated with insurance entities, so advisors may recommend insurance products and receive insurance compensation; the brochure discloses these arrangements and the firm describes procedures to mitigate the resulting conflicts. The firm also engages in referral/promotional arrangements with a third‑party retirement manager and pays for sub‑advisor services from its standard AUM fees, and it maintains a small adviser team overseeing a modest asset base and client roster relative to many peers.

To learn more about the advisors currently working at Hill Country Kingdom Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.