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MISSION HILLS FINANCIAL ADVISORY LLC

SAN DIEGO, CA · CRD 328516 · IAPD ↗ · missionhillsfinancial.com · 619-294-9420

$274.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — MISSION HILLS FINANCIAL ADVISORY LLC reported RAUM up 31% ($208.7M -> $274.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — MISSION HILLS FINANCIAL ADVISORY LLC now reports custody of client assets ($39.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
August 2025 — MISSION HILLS FINANCIAL ADVISORY LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — MISSION HILLS FINANCIAL ADVISORY LLC reported RAUM up 33% ($157.5M -> $208.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
October 2024 — MISSION HILLS FINANCIAL ADVISORY LLC notice-filed in NE, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — MISSION HILLS FINANCIAL ADVISORY LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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