Hilltop Wealth Advisors, LLC
● SEC registered since 2016CRD 283014SEC# 801-107408Chapel Hill, NC
Reg. AUM
$635.5M
Employees
17
Accounts
1,968
Location
Chapel Hill, NC
Hilltop Wealth Advisors, LLC assets under management
Hilltop Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Chapel Hill, NC. The firm has been registered since 2016. It reports $635.5 million in regulatory assets under management and employs 17 people.
Hilltop Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Richard Yeager Control | Managing Member | 25-50% | 2016 |
| Christopher Todd Hostetler Control | Member | 10-25% | 2019 |
| Russell Stephen Eriksen Control | Chief Compliance Officer And Managing Member | 25-50% | 2016 |
Frequently asked questions
How much does Hilltop Wealth Advisors, LLC manage?
Hilltop Wealth Advisors, LLC reports $635.5 million in regulatory assets under management on its Form ADV.
How many employees does Hilltop Wealth Advisors, LLC have?
Hilltop Wealth Advisors, LLC reports 17 employees.
Where is Hilltop Wealth Advisors, LLC located?
Hilltop Wealth Advisors, LLC is based in Chapel Hill, NC and has been SEC-registered since 2016.
Does Hilltop Wealth Advisors, LLC disclose fund performance?
Hilltop Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6340 Quadrangle Drive, Suite 100, Chapel Hill, NC 27517 |
| Phone | (919) 401-1500 |
| Fax | (919) 401-1510 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1786241 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$635.5M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$635.5Mregulatory AUM
Discretionary $635.5M