# Hillcrest Holdings, LLC

> Hillcrest Holdings, LLC is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 149143
- Filed as: HILLCREST HOLDINGS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149143
- AdvisorCensus page: https://advisorcensus.com/firm/hillcrest-holdings-llc-149143

## Quick answers

**How is Hillcrest Holdings, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hillcrest Holdings, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Hillcrest Holdings, LLC registered with the SEC or a state?**
Hillcrest Holdings, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149143.

**How much does Hillcrest Holdings, LLC manage?**
Hillcrest Holdings, LLC reports $60,744,241 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does Hillcrest Holdings, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149143

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $60,744,241
- Discretionary: $60,744,241
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $60,744,241 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hillcrest Holdings, LLC (CRD 149143): Form ADV filing data as of October 2026.