Hill Country Retirement Solutions Llc
- Regulatory AUM
- $176M
- Discretionary
- $173M
- Clients
- 413
- Avg AUM / client
- $425K
- Accounts
- 879
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 358 | $46.1M | 26.3% |
| High net worth individuals | 49 | $96.9M | 55.2% |
| Charitable organizations | 1 | $624K | 0.36% |
| Corporations and other businesses | 5 | $31.9M | 18.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Airrosti Rehab Centers, Llc 401 K Plan Airrosti Rehab Centers Llc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Michael Rickert | Managing Member | Jul 2017 (9y) | 25% – 50% | |
| James Robert Davis | Managing Member | Jul 2017 (9y) | 25% – 50% | |
| J Taylor Laing Davis | Member And Chief Compliance Officer | Jan 2020 (7y) | 25% – 50% | |
| Terry Lee Langston | Registered representative | Sep 2021 (5y) | ||
| Abraham Lee Williams | Registered representative | Oct 2025 (1y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Airrosti Rehab Centers, Llc 401 K Plan | Airrosti Rehab Centers Llc. | 663 | $37.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 836 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $169M (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗