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HILL ISLAND FINANCIAL LLC

GRAND RAPIDS, MI · CRD 313469 · IAPD ↗ · (616) 977-2639

$623.8MRegulatory AUM
8Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — HILL ISLAND FINANCIAL LLC notice-filed in AZ, IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — HILL ISLAND FINANCIAL LLC crossed $500M in regulatory AUM ($446.6M -> $537.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2025 — HILL ISLAND FINANCIAL LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — HILL ISLAND FINANCIAL LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — HILL ISLAND FINANCIAL LLC reported RAUM up 35% ($331.6M -> $446.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — HILL ISLAND FINANCIAL LLC now reports custody of client assets ($423.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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