THOUSAND OAKS, CACRD 317862Latest ADV April 8, 2026
Hillcrest Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated April 8, 2026, reports $568M in regulatory assets under management, 8 employees, 1 office, and 1,100 accounts.
Assets Under Management
$568M
Employees
8
Offices
1 office
Total Clients
347
Primary office
THOUSAND OAKS, CA
515 MARIN STREET, SUITE 406, THOUSAND OAKS, CA, 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 segmentIndividuals represent 57.9% of total clients.
Top client categories% of clientsClients
1
Individuals
57.9%
201
2
HNWI
42.1%
146
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$568Mas of April 8, 2026
Discretionary100.0%
$568M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$568M
Total Accounts1,100
10Y AUM Change+$568M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee43:1
10Y Employee Change+7 (+700.0%)
* 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.