{
  "crd_number": 119584,
  "slug": "hilltop-advisors-llc-119584",
  "primary_business_name": "HILLTOP ADVISORS, LLC",
  "legal_name": "HILLTOP ADVISORS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-06-20",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 15000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 15000000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 15000000.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/in/michaelcoholan"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119584",
  "listing_state": "CA",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/hilltop-advisors-llc-119584",
  "display_name": "Hilltop Advisors, LLC",
  "summary": "Hilltop Advisors, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Hilltop Advisors, LLC (CRD 119584): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Hilltop Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hilltop Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Hilltop Advisors, LLC registered with the SEC or a state?",
      "a": "Hilltop Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 119584."
    },
    {
      "q": "How much does Hilltop Advisors, LLC manage?",
      "a": "Hilltop Advisors, LLC reports $15,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Hilltop Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (4)."
    },
    {
      "q": "Does Hilltop Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119584"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hilltop-advisors-llc-119584.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": false,
      "raum": 15000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/119584",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}