Richardson, TX N Central Expressway Office

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.