# Hill Investment Group

> Hill Investment Group is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 312052
- Filed as: HILL INVESTMENT GROUP
- Legal name: Hill Investment Group Partners, LLC
- Also doing business as: HILLFOLIO, HILLTOP FAMILY OFFICE, LONGVIEW RESEARCH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312052
- AdvisorCensus page: https://advisorcensus.com/firm/hill-investment-group-st-louis-mo-312052

## Quick answers

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

**Where is Hill Investment Group located?**
Hill Investment Group's principal office is in St. Louis, MO, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Hill Investment Group registered with the SEC or a state?**
Hill Investment Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312052.

**How much does Hill Investment Group manage?**
Hill Investment Group reports $1,345,844,355 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Hill Investment Group's assets and staff changed since 2021?**
In the Form ADV data for Hill Investment Group: Regulatory assets under management: $619,883,397 in the October 2021 data and $1,345,844,355 in the October 2026 data, up 117%. Total employees: 11 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hill Investment Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (208); individuals (other than high net worth individuals) (172); investment companies (1).

**Which custodians does Hill Investment Group use?**
Hill Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hill Investment 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/312052

**What changed in Hill Investment Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,042,455,740 to $1,345,844,355 (+29%).

## From the Form ADV filing

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

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

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: $1,345,844,355
- Discretionary: $1,345,844,355
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $64,955,299 |
| High net worth individuals | 208 | $1,041,248,972 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $221,799,706 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $17,840,378 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IL, KS, LA, MO, NC, NE, NH, NJ, NY, OH, PA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Brentwood, TN
- Houston, TX

### Websites listed on Form ADV (Item 1.I)
- emeraldspectrum.com
- emeraldspectrum.net
- emeraldspectrum.org
- evidencebasedadvisors.com
- focusfinancialpartners.com
- higemail.com
- higlogin.com
- hill-investing.com
- hillfolio.com
- hillhall.com
- hillinvesting.com
- hillinvestmentgroup.com
- hilltlv.com
- hilltopfamilyoffice.com
- ignorewallst.com
- ignorewallstreet.com
- islandofidealism.com
- longviewpartners.com
- longviewportfolio.com
- longviewresearchpartners.com
- matthallasauthor.com
- matthallbook.com
- oddsonbook.com
- portfoliobyhill.com
- richanddumb.com
- richndumb.com
- shortcutlongview.com
- stay-wealthyportfolio.com
- staywealthyportfolio.com
- staywealthystrategy.com
- takethelongview.com
- takethelongview.site
- thelongviewpartners.com
- thestay-wealthyportfolio.com
- thestaywealthyportfolio.com
- thestaywealthystrategy.com
- Facebook @Take-the-Long-View-Podcast-375536413051867
- Facebook @emeraldspectrum
- Facebook @hillinvestmentgroup
- Instagram @hill_investment_group
- Instagram @takethelongviewpodcast
- LinkedIn @2064318
- LinkedIn @emerald-spectrum-advisory
- LinkedIn @focus-financial-partners
- LinkedIn @longview-research-partners-and-the-longview-advantage-etf
- X @FOCUSFINANCIAL
- X @SPECTRUMMGMTGRP.COM
- X @matthallhig
- X @takethelongview

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $619,883,397 | 11 | September 21, 2021 |
| October 2022 | $676,147,790 | 11 | April 5, 2022 |
| October 2023 | $838,909,352 | 16 | September 29, 2023 |
| October 2024 | $971,114,078 | 16 | August 21, 2024 |
| October 2025 | $1,042,455,740 | 10 | March 31, 2025 |
| October 2026 | $1,345,844,355 | 12 | March 31, 2026 |

Regulatory assets under management: $619,883,397 in the October 2021 data and $1,345,844,355 in the October 2026 data, up 117%.
Total employees: 11 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,042,455,740 to $1,345,844,355 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hill Investment Group (CRD 312052): Form ADV filing data as of October 2026.