GRAND RAPIDS, MICRD 313469Latest ADV March 17, 2026
Hill Island Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 17, 2026, reports $624M in regulatory assets under management, 11 employees, and 821 accounts.
Assets Under Management
$624M
Employees
11
Offices
--
Total Clients
217
Primary office
GRAND RAPIDS, MI
38 COMMERCE AVENUE SW, SUITE 310, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.0% of total clients.
Top client categories% of clientsClients
1
HNWI
77.0%
167
2
Individuals
18.9%
41
3
Pension Plans
4.1%
9
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$624Mas of March 17, 2026
Discretionary94.2%
$588M
94% of total RAUM94.2%
Non-discretionary5.8%
$36M
6% of total RAUM5.8%
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$624M
Total Accounts821
10Y AUM Change+$624M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee20:1
10Y Employee Change+6 (+120.0%)
* 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.