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HILLCREST FINANCIAL GROUP

THOUSAND OAKS, CA · CRD 317862 · IAPD ↗ · (805) 373-8686

$567.8MRegulatory AUM
5Advisory reps
8Employees
2Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — HILLCREST FINANCIAL GROUP crossed $500M in regulatory AUM ($470.8M -> $567.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
December 2025 — HILLCREST FINANCIAL GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — HILLCREST FINANCIAL GROUP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — HILLCREST FINANCIAL GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — HILLCREST FINANCIAL GROUP now reports custody of client assets ($114.3M).
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.