LP Profile

Hillcrest Financial Group

Also known as hillcrest financial

Wealth ManagerThousand Oaks, United StatesFounded 2021
Thousand Oaks
Headquarters
Investment Focus

About Hillcrest Financial Group

Hillcrest Financial Group is a wealth manager based in Thousand Oaks, US. Founded in 2021.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Hillcrest Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$567.8M
Total Clients
1,100
Filing Date
April 8, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Hillcrest Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Hillcrest Financial Group?

Hillcrest Financial Group is a wealth manager based in Thousand Oaks, United States.

Where is Hillcrest Financial Group headquartered?

Hillcrest Financial Group is headquartered in Thousand Oaks, United States.

When was Hillcrest Financial Group founded?

Hillcrest Financial Group was founded in 2021.

How can I contact Hillcrest Financial Group?

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