# Hillcrest Financial Group

Hillcrest Financial Group is a Bank / Wealth / Trust based in Thousand Oaks, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Thousand Oaks, United States
- **Region:** North America
- **Address:** Thousand Oaks, CA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** hillcrestfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/hillcrestfg

## Regulatory record

- **CRD number:** 317862
- **SEC file number:** 801-122983
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317862

## About

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.

## Questions

### What services does Hillcrest Financial Group provide?

Per its SEC registration, Hillcrest Financial Group offers financial planning, estate planning, and discretionary portfolio management. The firm advises individuals, trusts, estates, corporations, and business entities. Services are delivered on a fee-based basis, with both discretionary and non-discretionary arrangements available.

### Where is Hillcrest Financial Group headquartered?

The firm operates from Thousand Oaks, California, in Southern California. It maintains a single office location and serves a regional client base concentrated in that geography. No additional offices are disclosed in public filings.

### What investment vehicles does Hillcrest Financial Group use?

The firm's public filings do not detail specific investment vehicles. Standard practice for an RIA of this type includes constructing client portfolios using individual securities, mutual funds, and ETFs. The firm does not operate proprietary funds, separate accounts beyond standard advisory custody, or co-investment vehicles.

## Related profiles

- [Hill Winds Capital](https://altss.com/profile/hill-winds-capital)
- [Hillenbrand](https://altss.com/profile/hillenbrand)

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Last updated: 2026-06-03T20:00:00.000Z

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