AdvisorCensus / Financial advisors / Texas / Dallas / Northill Aims, LLC
Northill Aims, LLC is an SEC-registered investment advisory firm in Richardson, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.
Quick answers
From the filingHow is Northill Aims, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Northill Aims, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Northill Aims, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: up to 2.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Northill Aims, LLC located?
Northill Aims, LLC's principal office is in Richardson, TX, according to its Form ADV.
Is Northill Aims, LLC registered with the SEC or a state?
Northill Aims, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339338.
How much does Northill Aims, LLC manage?
Northill Aims, LLC reports $249,477,467 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).
What types of clients does Northill Aims, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (51).
Which custodians does Northill Aims, LLC use?
Northill Aims, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Northill Aims, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339338
Does Northill Aims, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 20, 2026 says: "Our Firm does not require a minimum account size for advisory accounts." "As mentioned in Item 4, our firm does not require a minimum account value."
What changed in Northill Aims, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $0 to $249,477,467. Employees performing advisory functions went from 1 to 2.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2.25% of assets a year (the maximum the brochure states)
The brochure's wording
Our maximum annual advisory fee is 2.25% which would include any Independent Third-Party Manager.
Our Firm offers investment management services for an annual fee based on the amount of assets under management.
Account minimum: None
The brochure's wording
Our Firm does not require a minimum account size for advisory accounts.
As mentioned in Item 4, our firm does not require a minimum account value.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$249,477,467 as of October 2026, filing dated May 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $0 to $249,477,467.
- Employees performing advisory functions went from 1 to 2.
- February 2026
- Registered or notice-filed in CA, FL, GA.
- January 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Northill Aims, LLC (CRD 339338): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/northill-aims-llc-richardson-tx-339338