Firm profile

HILL COUNTRY GROUP

BOERNE, TXCRD 307376Latest ADV February 3, 2026

Hill Country Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boerne, TX. Its latest Form ADV filing, dated February 3, 2026, reports $176M in regulatory assets under management, 6 employees, and 879 accounts.

Assets Under Management
$176M
Employees
6
Offices
--
Total Clients
413
Primary office
BOERNE, TX
2 SPENCER ROAD, SUITE 102, BOERNE, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJ Taylor L. Davis

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 86.7% of total clients.
Top client categories% of clientsClients
1
Individuals
86.7%
358
2
HNWI
11.9%
49
3
Corporations
1.2%
5
4
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$176Mas of February 3, 2026
Discretionary98.4%
$173M
98% of total RAUM98.4%
Non-discretionary1.6%
$3M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$176M
Total Accounts879
10Y AUM Change+$39M (+28.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee69:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.