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HILL INVESTMENT GROUP

ST. LOUIS, MO · CRD 312052 · IAPD ↗ · 314-448-4023

$1.35BRegulatory AUM
8Advisory reps
12Employees
0Clients
251-500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — HILL INVESTMENT GROUP added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — HILL INVESTMENT GROUP reported RAUM up 29% ($1.04B -> $1.35B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — HILL INVESTMENT GROUP shrank from 12 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — HILL INVESTMENT GROUP added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — HILL INVESTMENT GROUP crossed $1B in regulatory AUM ($971.1M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
April 2024 — HILL INVESTMENT GROUP changed its website from stay-wealthyportfolio.com to ignorewallst.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — HILL INVESTMENT GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — HILL INVESTMENT GROUP added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.