{
  "crd_number": 156207,
  "slug": "hillson-financial-management-inc-rehoboth-beach-de-156207",
  "primary_business_name": "HILLSON FINANCIAL MANAGEMENT, INC.",
  "legal_name": "HILLSON FINANCIAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Rehoboth Beach",
  "state": "DE",
  "country": "United States",
  "cbsa_code": "42580",
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2022-02-09",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://hillsonfinancial.com",
    "https://linkedin.com/company/hillson-financial-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156207",
  "city_as_filed": "REHOBOTH BEACH",
  "url": "https://advisorcensus.com/firm/hillson-financial-management-inc-rehoboth-beach-de-156207",
  "display_name": "Hillson Financial Management, Inc.",
  "summary": "Hillson Financial Management, Inc. is an exempt reporting adviser in Rehoboth Beach, DE, filing reports since 2022. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Hillson Financial Management, Inc. (CRD 156207): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Hillson Financial Management, Inc. located?",
      "a": "Hillson Financial Management, Inc.'s principal office is in Rehoboth Beach, DE, according to its Form ADV."
    },
    {
      "q": "How does Hillson Financial Management, Inc. report to regulators?",
      "a": "Hillson Financial Management, Inc. is an exempt reporting adviser, filing reports since 2022. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 156207."
    },
    {
      "q": "Does Hillson Financial Management, Inc. report any disciplinary disclosures?",
      "a": "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/156207"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-02-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hillson-financial-management-inc-rehoboth-beach-de-156207.md",
  "clients": [],
  "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/156207",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}