Hillberg Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$92,774,000
Clients
110
Advisors
1
of 2 employees
About
Hillberg Capital Management, LLC provides fee-only investment management and financial planning to individuals, retirement accounts, trusts, corporations, and partnerships, managing roughly $104 million across about 110 client relationships. Services include discretionary portfolio management, periodic or hourly financial planning, and consulting on matters such as cash flow, estate planning, business planning, and retirement education.
The firm’s investment process centers on strategic asset allocation and diversification, implemented mainly with mutual funds and exchange-traded funds, supported by fundamental analysis and a predominately long-term holding approach with periodic rebalancing. Accounts are reviewed at least quarterly, and most clients grant the firm discretionary authority under an advisory agreement; non-discretionary and standalone hourly planning arrangements are also offered.
What distinguishes the firm from many peers is its affiliation with an accounting practice: the firm’s owner also operates a CPA firm and holds CPA and Personal Financial Specialist credentials, creating an integrated tax, accounting, and advisory capacity for some clients. The brochure notes that the owner’s accounting work requires a substantial amount of time and discloses the relationship as a source of potential conflicts of interest that the firm seeks to identify and manage.
Client services
Expertise
Fee options
1.00% annually
$300 per hour
Account minimum: $500,000 Fee-only: Fee only advisor; no commissions accepted
Main office
415 Mitchell St.
Turlock CA 95380
Advisors at this office
1
Most active in
California
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:
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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