George M. Hiller Companies, Llc
- Regulatory AUM
- $183M
- Discretionary
- $179M
- Clients
- 429
- Avg AUM / client
- $427K
- Accounts
- 429
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 258 | $34.1M | 18.6% |
| High net worth individuals | 165 | $146M | 79.7% |
| Charitable organizations | 5 | $3.1M | 1.69% |
| Corporations and other businesses | 1 | $2.8K | 0.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Mew Hiller | Chief Compliance Officer/Managing Member | CFP | Jan 1985 (42y) | 75% or more |
| Steven Dale Humphrey | Registered representative | CFP | Jan 2004 (23y) | |
| George Mew Hiller | Registered representative | CFP | Aug 2004 (22y) | |
| Billy Ray Loveless | Registered representative | CFP | Mar 2005 (21y) | |
| Russell Durell Hiller | Registered representative | Apr 2005 (21y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $123M (67% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗