{
  "crd_number": 112409,
  "slug": "george-m-hiller-companies-llc-atlanta-ga-112409",
  "primary_business_name": "GEORGE M. HILLER COMPANIES, LLC",
  "legal_name": "GEORGE M. HILLER COMPANIES, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1981-09-25",
  "years_registered": 45,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 182985729.0,
  "raum_discretionary": 178921509.0,
  "raum_non_discretionary": 4064220.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 3085180.0,
      "count": 5
    },
    "individuals": {
      "raum": 34055527.0,
      "count": 258
    },
    "high_net_worth_individuals": {
      "raum": 145842192.0,
      "count": 165
    },
    "corporations_other_businesses": {
      "raum": 2830.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "CA",
    "FL",
    "GA",
    "LA",
    "NC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://georgehiller.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112409",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/george-m-hiller-companies-llc-atlanta-ga-112409",
  "display_name": "George M. Hiller Companies, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. George M. Hiller Companies, LLC (CRD 112409): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is George M. Hiller Companies, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "Where is George M. Hiller Companies, LLC located?",
      "a": "George M. Hiller Companies, LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is George M. Hiller Companies, LLC registered with the SEC or a state?",
      "a": "George M. Hiller Companies, LLC is an SEC-registered investment advisory firm, registered since 1981. Status as filed: Approved. CRD 112409."
    },
    {
      "q": "How much does George M. Hiller Companies, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have George M. Hiller Companies, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does George M. Hiller Companies, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does George M. Hiller Companies, LLC use?",
      "a": "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."
    },
    {
      "q": "Does George M. Hiller Companies, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does George M. Hiller Companies, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in George M. Hiller Companies, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in AR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 156060210.0,
      "total_employees": 5,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 190781000.0,
      "total_employees": 5,
      "filing_date": "2022-04-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 138569851.0,
      "total_employees": 5,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 153605026.0,
      "total_employees": 5,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 170180341.0,
      "total_employees": 5,
      "filing_date": "2025-07-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 182985729.0,
      "total_employees": 5,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in AR."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CO, IL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/george-m-hiller-companies-llc-atlanta-ga-112409.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 258,
      "fewer_than_5": false,
      "raum": 34055527.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 165,
      "fewer_than_5": false,
      "raum": 145842192.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3085180.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2830.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112409",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}