SourcingSourcing

HILTOP PARTNERS, LLC

C33
CRD 290981·SEC 801-115255·MISHAWAKA, IN
AUM
$616.4M
$500M-$1B
Est. Revenue
$6.2M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HILTOP PARTNERS, LLC
CRD
290981
SEC file #
801-115255
EIN
—
DBA names
Hilltop Wealth & Tax Solutions

Economics

AUM
$616.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$203.6M → $616.4M▲ +203%
Client mix
Individuals Other635
Individuals High Net Worth194
Charitable Organizations3
Other Investment Advisers3
Corporations2

Operations

Employees (total)
16
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
MISHAWAKA IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
facebook.com(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRENNER, ERIK, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BRENNER, ERIK, WILLIAM
MERCHANT INVESTMENTS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:hiltop.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1294
Soi Zip Pct 200k Plus
0.0265
Soi Zip Returns 200k Plus
340
Soi Zip Total AGI
825,789
Fdic Zip Total Deposits
14,939,441,000
Fdic Zip Branch Count
283
Fdic Zip Top Banks
1st Source Bank
St. Joseph Capital Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Mishawaka Federal SavingsMishawaka, IN
Mishawaka Federal SavingsMishawaka, IN
Fdic Zip HHI
1207.27
Fdic Zip Top Bank Share Pct
27.41
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI50,137
Returns4,050
Stub 2
AGI141,977
Returns3,860
Stub 3
AGI136,403
Returns2,240
Soi Zip Total Business Income
21,691
Soi Zip Total Cap Gains
23,097
Soi Zip Total Dividends
15,302
Soi Zip Total Returns
12,830
Top Owner CRD
2502052
Trust Company Affiliate
No

People (9)

9
BRENNER, ERIK, WILLIAM
IAR · Direct Owner · 62.5%
2502052
HAWKINS, CLIFTON, DOUGLAS
IAR · Direct Owner · 7.5%
6262895
Ashleigh Lauren Riewe
IAR
7754968
Kyle John Van Liere
IAR
7579680
WILLIAM LEE DAVIS
IAR
2841528
MATTHEW DAVID AURENZ
IAR
4513827
ELIZABETH ANN FOLEY
IAR
1983741
Tyler A Bolla
IAR
6469377
TAREQ JALLAF
IAR
7113099