HC
Hillberg Capital Management, Llc
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 130291
· SEC file 801-136116
· Turlock, CA
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ADV data as of May 28, 2026
- Regulatory AUM
- $104M
- Discretionary
- $104M
- Clients
- 118
- Avg AUM / client
- $880K
- Accounts
- 242
- Employees
- 2
AUM over time
$104M
$104M
Mar 31, 2026
May 28, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $14.8M | 14.2% |
| High net worth individuals | 55 | $78.0M | 75.1% |
| Pension and profit sharing plans | 5 | $10.5M | 10.1% |
| Corporations and other businesses | 3 | $599K | 0.58% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert L Hillberg | Registered representative | Personal Financial Specialist | Jun 2004 (22y) |
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) | 05/28/2026 | 1.17 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗