Hill Island Financial LLC
● SEC registered since 2021CRD 313469SEC# 801-121837Grand Rapids, MI
Reg. AUM
$623.8M
Employees
11
Accounts
821
Location
Grand Rapids, MI
Hill Island Financial LLC assets under management
Hill Island Financial LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2021. It reports $623.8 million in regulatory assets under management and employs 11 people.
Hill Island Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Moeller Control | Member / Principal And Chief Compliance Officer | 10-25% | 2021 |
| Kevin Matthew Toler Control | Managing Member / Managing Principal | Over 75% | 2021 |
Frequently asked questions
How much does Hill Island Financial LLC manage?
Hill Island Financial LLC reports $623.8 million in regulatory assets under management on its Form ADV.
How many employees does Hill Island Financial LLC have?
Hill Island Financial LLC reports 11 employees.
Where is Hill Island Financial LLC located?
Hill Island Financial LLC is based in Grand Rapids, MI and has been SEC-registered since 2021.
Does Hill Island Financial LLC disclose fund performance?
Hill Island Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 38 Commerce Avenue SW, Suite 310, Grand Rapids, MI 49503 |
| Phone | (616) 977-2639 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1909798 |
| Discloses disciplinary history | No |
Regulatory AUM
$623.8M▲ 40%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$623.8Mregulatory AUM
Discretionary $587.6MNon-discretionary $36.3M