SourcingSourcing

GEORGE M. HILLER COMPANIES, LLC

A69
CRD 112409·SEC 801-16429·ATLANTA, GA
AUM
$183.0M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$549K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GEORGE M. HILLER COMPANIES, LLC
CRD
112409
SEC file #
801-16429
EIN
—
DBA names
—

Economics

AUM
$183.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$136.9M → $183.0M▲ +34%
Client mix
Individuals Other258
Individuals High Net Worth165
Charitable Organizations5
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
georgehiller.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HILLER, GEORGE, MEW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HILLER, GEORGE, MEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GEORGEHILLER.COM
Rdap Domain Creation Date
1998-03-06T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-05T05:00:00Z
Rdap Domain Last Changed
2026-03-06T04:31:19Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1087767
Trust Company Affiliate
No

People (5)

5
HILLER, GEORGE, MEW
IAR · Direct Owner · 87.5%
1087767
RUSSELL DURELL HILLER
IAR
4939470
BILLY RAY LOVELESS
IAR
4764473
STEVEN DALE HUMPHREY
IAR
1264461
GEORGE MEW HILLER
IAR
4837223