Hiltop Partners, Llc
- Regulatory AUM
- $616M
- Discretionary
- $600M
- Clients
- 837
- Avg AUM / client
- $736K
- Accounts
- 2,784
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 635 | $208M | 33.7% |
| High net worth individuals | 194 | $404M | 65.6% |
| Charitable organizations | 3 | $135K | 0.02% |
| Other investment advisers | 3 | $2.0M | 0.33% |
| Corporations and other businesses | 2 | $2.5M | 0.4% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik William Brenner | Managing Member And Chief Compliance Officer | CFP | Jan 2018 (9y) | 75% or more |
| William Lee Davis | Managing Member | Mar 2018 (8y) | Less than 5% | |
| Elizabeth Ann Foley | Managing Member | CFP | Sep 2018 (8y) | Less than 5% |
| Matthew David Aurenz | Registered representative | Chartered Financial Consultant | Jan 2018 (9y) | |
| Clifton Douglas Hawkins | Registered representative | Aug 2020 (6y) | ||
| Ashleigh Lauren Riewe | Registered representative | Nov 2024 (2y) | ||
| Kyle John Van Liere | Registered representative | Dec 2025 (1y) | ||
| Tyler A Bolla | Registered representative | CFP | Feb 2026 (0y) | |
| Tareq Jallaf | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Merchant Wealth Partners, Llc | Managing Member | Dec 2022 | A | 10% – 25% |
Undisclosed: 0% – 15% 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) | 07/07/2026 | 961 KB | 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
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $618M (100% of AUM) Jul 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: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗