Hillcrest Financial Group

Hillcrest Financial Group

Hillcrest Financial Group launched in 2021 as a registered investment advisor in Thousand Oaks, California. The firm's Form ADV filing establishes it as a fee-based advisory practice serving individuals, high-net-worth families, corporations, trusts, estates, and business entities. Its founding coincides with a period of elevated advisor breakaway activity and new RIA formation across the US wealth management landscape. The advisory platform delivers financial planning, estate planning, and discretionary portfolio management. Asset-class exposure is not publicly detailed, though a standard RIA of this vintage and client composition typically allocates across US equities, fixed income, mutual funds, and ETFs. The firm accepts both discretionary and non-discretionary advisory arrangements. Geographic focus is concentrated in Southern California, serving a local client base from a single office in Thousand Oaks. The firm operates without a disclosed separate institutional vehicle, philanthropic foundation, or co-investment structure. Team size is not publicly reported. No adjacent operating businesses or club memberships are disclosed in its regulatory filings. The practice maintains a standard RIA structure with custody through qualified third-party custodians. Hillcrest Financial Group's structural differentiator is situational: it was founded as an independent RIA at a moment when the advisory industry is fragmenting away from wirehouses and bank-owned wealth channels. The firm captures the post-2020 trend of advisors moving to independent platforms, though its own scale and public footprint remain small relative to consolidator-backed competitors.