# Hillson Financial Management, Inc.

> 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.

- CRD: 156207
- Filed as: HILLSON FINANCIAL MANAGEMENT, INC.
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Rehoboth Beach, DE
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156207
- AdvisorCensus page: https://advisorcensus.com/firm/hillson-financial-management-inc-rehoboth-beach-de-156207

## Quick answers

**Where is Hillson Financial Management, Inc. located?**
Hillson Financial Management, Inc.'s principal office is in Rehoboth Beach, DE, according to its Form ADV.

**How does Hillson Financial Management, Inc. report to regulators?**
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.

**Does Hillson Financial Management, Inc. 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/156207

## From the Form ADV filing

### Firm details
- Reporting since: 2022 (4 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hillsonfinancial.com
- LinkedIn @hillson-financial-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | February 9, 2022 |
| October 2023 | Not reported | Not reported | March 9, 2023 |
| October 2024 | Not reported | Not reported | March 27, 2024 |
| October 2025 | Not reported | Not reported | March 27, 2025 |
| October 2026 | Not reported | Not reported | February 25, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hillson Financial Management, Inc. (CRD 156207): Form ADV filing data as of October 2026.