Northill Aims, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Northill Aims provides discretionary and non‑discretionary investment management, financial planning, consulting, retirement services, and access to independent third‑party managers for a mix of individuals, families, trusts, partnerships, retirement plans, corporations, and charitable foundations. The firm also delivers advisory services to brokerage customers under agreements with broker‑dealers, including participation in the Mutual Securities, Inc. Evolve program, and offers standalone written financial plans when requested.
The firm’s investment process emphasizes strategic and tactical asset allocation, long‑term and value‑oriented approaches, and selective use of alternative investments or ESG overlays where appropriate, with portfolios rebalanced and managed to clients’ stated objectives and risk tolerances. Northill Aims commonly implements portfolios using independent sub‑advisors and third‑party managers, favors institutional share classes where available, and integrates ongoing financial planning into its asset management relationships.
Distinctive features include formal arrangements to serve broker‑dealer customers through the Evolve program, a documented consulting role to assist in client account transitions during a defined period, and the heavy operational reliance on third‑party platforms and service providers (Orion, AssetMark, and Charles Schwab) for custody, trading, reporting, and administrative support. The firm, SEC‑registered in 2025, reports approximately $249,477,467.50 in regulatory assets under management with a three‑advisor team operating from a single office and notes it does not require a minimum account size.
Client services
Expertise
Fee options
up to 2.25% annually
Main office
See office3400 N Central Expressway, Suite 110 220
Richardson TX 75080
Advisors at this office
1
Offices (2)
Most active in
California · Florida · Georgia · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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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.
Advisors at this firm
Kimberly V
CFP®, Series 66
Dallas, TX
Northill Aims, LLC
Kimberly Vesely is a CFP® professional with 17 years of experience in the financial services industry. She currently serves as an advisor at Northill Aims, LLC, having previously worked at firms including Triad Advisors, Inc., FullCircle Wealth, and Quest Capital Management, Inc. Northill Aims offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, and institutions. The firm emphasizes strategic asset allocation, long-term value investing, and integrates third-party managers and financial planning into its portfolio management.
Wesley P
CFP®, CFA®, Series 66
Richardson, TX
Northill Aims, LLC
Wesley Pingelton is a CFP® and CFA® with 22 years of industry experience, currently serving at Northill Aims, LLC since 2025. His prior experience includes roles at Triad Advisors, Inc., Fullcircle Wealth LLC, and Invest Financial Corporation, among others. Outside of his advisory work, he is involved in managing youth and adult soccer organizations as a board member and managing member. Northill Aims provides investment management, financial planning, and consulting services to individuals, families, trusts, and institutions. The firm employs strategic and tactical asset allocation with a value-oriented approach, integrating independent sub-advisors and financial planning into its portfolio management.
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