# Hill Country Group

> Hill Country Group is an SEC-registered investment advisory firm in Boerne, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 307376
- Filed as: HILL COUNTRY GROUP
- Legal name: Hill Country Retirement Solutions LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boerne, TX
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307376
- AdvisorCensus page: https://advisorcensus.com/firm/hill-country-group-boerne-tx-307376

## Quick answers

**How is Hill Country Group compensated?**
On its Form ADV (Item 5.E, October 2026), Hill Country Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hill Country Group located?**
Hill Country Group's principal office is in Boerne, TX, according to its Form ADV.

**Is Hill Country Group registered with the SEC or a state?**
Hill Country Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307376.

**How much does Hill Country Group manage?**
Hill Country Group reports $175,519,460 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (98% discretionary).

**How have Hill Country Group's assets and staff changed since 2022?**
In the Form ADV data for Hill Country Group: Regulatory assets under management: $136,652,500 in the October 2022 data and $175,519,460 in the October 2026 data, up 28%. Total employees: 6 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hill Country Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (358); high net worth individuals (49); corporations or other businesses not listed above (5).

**Which custodians does Hill Country Group use?**
Hill Country Group'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 Hill Country Group 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/307376

**Does Hill Country Group state an account minimum?**
Its Form ADV Part 2A brochure dated February 3, 2026 says: "We do not have a minimum account size for our asset management services."

**What changed in Hill Country Group's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $152,051,697 to $175,519,460 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Account minimum: None

> We do not have a minimum account size for our asset management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $175,519,460
- Discretionary: $172,739,769
- Non-discretionary: $2,779,691

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 358 | $46,124,207 |
| High net worth individuals | 49 | $96,874,213 |
| Charitable organizations | 1 | $623,926 |
| Corporations or other businesses not listed above | 5 | $31,897,114 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (4 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hillcountrygroup.com
- Facebook facebook.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $136,652,500 | 6 | February 14, 2022 |
| October 2023 | $143,787,407 | 6 | July 7, 2023 |
| October 2024 | $179,605,864 | 6 | March 28, 2024 |
| October 2025 | $152,051,697 | 6 | March 13, 2025 |
| October 2026 | $175,519,460 | 6 | February 3, 2026 |

Regulatory assets under management: $136,652,500 in the October 2022 data and $175,519,460 in the October 2026 data, up 28%.
Total employees: 6 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $152,051,697 to $175,519,460 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hill Country Group (CRD 307376): Form ADV filing data as of October 2026.