Hill Country Retirement Solutions LLC
● SEC registered since 2021CRD 307376SEC# 801-122675Boerne, TX
Reg. AUM
$175.5M
Employees
6
Accounts
879
Location
Boerne, TX
Hill Country Retirement Solutions LLC assets under management
Hill Country Retirement Solutions LLC is an SEC-registered investment adviser based in Boerne, TX. The firm has been registered since 2021. It reports $175.5 million in regulatory assets under management and employs 6 people.
Hill Country Retirement Solutions LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Michael Rickert Control | Managing Member | 25-50% | 2017 |
| J Taylor Laing Davis Control | Member And Chief Compliance Officer | 25-50% | 2020 |
| James Robert Davis Control | Managing Member | 25-50% | 2017 |
Frequently asked questions
How much does Hill Country Retirement Solutions LLC manage?
Hill Country Retirement Solutions LLC reports $175.5 million in regulatory assets under management on its Form ADV.
How many employees does Hill Country Retirement Solutions LLC have?
Hill Country Retirement Solutions LLC reports 6 employees.
Where is Hill Country Retirement Solutions LLC located?
Hill Country Retirement Solutions LLC is based in Boerne, TX and has been SEC-registered since 2021.
Does Hill Country Retirement Solutions LLC disclose fund performance?
Hill Country Retirement Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Spencer Road, Suite 102, Boerne, TX 78006 |
| Phone | 830-815-2000 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$175.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$175.5Mregulatory AUM
Discretionary $172.7MNon-discretionary $2.8M