AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Georgia / Atlanta / George M. Hiller Companies, LLC

George M. Hiller Companies, LLC

Atlanta, GASEC-registered investment adviserCRD 112409

Filed as GEORGE M. HILLER COMPANIES, LLC

George M. Hiller Companies, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 1981, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

45 years
registered since 1981
$182,985,729
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is George M. Hiller Companies, LLC compensated?

On its Form ADV (Item 5.E, October 2026), George M. Hiller Companies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is George M. Hiller Companies, LLC located?

George M. Hiller Companies, LLC's principal office is in Atlanta, GA, according to its Form ADV.

Is George M. Hiller Companies, LLC registered with the SEC or a state?

George M. Hiller Companies, LLC is an SEC-registered investment advisory firm, registered since 1981. Status as filed: Approved. CRD 112409.

How much does George M. Hiller Companies, LLC manage?

George M. Hiller Companies, LLC reports $182,985,729 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (98% discretionary).

How have George M. Hiller Companies, LLC's assets and staff changed since 2021?

In the Form ADV data for George M. Hiller Companies, LLC: Regulatory assets under management: $156,060,210 in the October 2021 data and $182,985,729 in the October 2026 data, up 17%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does George M. Hiller Companies, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (258); high net worth individuals (165); charitable organizations (5).

Which custodians does George M. Hiller Companies, LLC use?

George M. Hiller Companies, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does George M. Hiller Companies, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112409

Does George M. Hiller Companies, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 25, 2026 says: "Minimum Account Requirements: The George M. Hiller Companies, LLC minimum account size is $250,000.00 for new clients. Multiple accounts may be aggregated to meet this minimum. The account minimum may be waived under certain circumstances at the discretion of the George M. Hiller Companies, LLC."

What changed in George M. Hiller Companies, LLC's recent Form ADV filings?

In the April 2026 filing data: Registered or notice-filed in AR.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $250,000 (the brochure says it may be waived or negotiated)

The brochure's wording
Minimum Account Requirements: The George M. Hiller Companies, LLC minimum account size is $250,000.00 for new clients. Multiple accounts may be aggregated to meet this minimum. The account minimum may be waived under certain circumstances at the discretion of the George M. Hiller Companies, LLC.

As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$182,985,729

$182,985,729 as of October 2026, filing dated March 25, 2026.

Discretionary: $178,921,509.Non-discretionary: $4,064,220.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 258 Assets $34,055,527 (19%)
High net worth individuals
Clients 165 Assets $145,842,192 (80%)
Charitable organizations
Clients 5 Assets $3,085,180 (2%)
Corporations or other businesses not listed above
Clients 1 Assets $2,830 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1981 (45 years)
Employees
Total: 5. Performing investment advisory functions: 5.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
9 states or jurisdictions
ALARCAFLGALANCTNTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$156M 2021 $191M 2022 $139M 2023 $154M 2024 $170M 2025 $183M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$182,985,7295March 25, 2026
October 2025$170,180,3415July 29, 2025
October 2024$153,605,0265March 26, 2024
October 2023$138,569,8515March 23, 2023
October 2022$190,781,0005April 6, 2022
October 2021$156,060,2105March 29, 2021

Regulatory assets under management: $156,060,210 in the October 2021 data and $182,985,729 in the October 2026 data, up 17%.

Total employees: 5 in October 2021 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Registered or notice-filed in AR.
  2. January 2026
    • No longer registered or notice-filed in CO, IL.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
georgehiller.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. George M. Hiller Companies, LLC (CRD 112409): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/george-m-hiller-companies-llc-atlanta-ga-112409