# Hilltop Advisors, LLC

> 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.

- CRD: 119584
- Filed as: HILLTOP ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119584
- AdvisorCensus page: https://advisorcensus.com/firm/hilltop-advisors-llc-119584

## Quick answers

**How is Hilltop Advisors, LLC compensated?**
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.

**Is Hilltop Advisors, LLC registered with the SEC or a state?**
Hilltop Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 119584.

**How much does Hilltop Advisors, LLC manage?**
Hilltop Advisors, LLC reports $15,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**What types of clients does Hilltop Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4).

**Does Hilltop Advisors, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,000,000
- Discretionary: $0
- Non-discretionary: $15,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 4 | $15,000,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119584

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @michaelcoholan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hilltop Advisors, LLC (CRD 119584): Form ADV filing data as of October 2026.