RIA

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Hilltop Holdings

Hilltop Holdings is an SEC-registered investment adviser in Dallas, TX, since 1991. It manages $37.7 billion in assets. The firm has 31 employees and 13...

Hilltop Holdings

Hilltop Holdings is an SEC-registered investment adviser in Dallas, TX, since 1991. It manages $37.7 billion in assets. The firm has 31 employees and 13 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, Texas, United States

Principals

Erik Kroll

Founder and Financial Planner

Frequently asked questions

Who is Erik Kroll?

Erik Kroll is a financial planner based in Dallas, Texas, who operates Hilltop Holdings. He describes himself as a husband, father, and financial planner on the firm's website.

What services does Hilltop Holdings offer?

The firm offers personal financial planning services, as indicated by website content on topics like 401(k) maximization, student loans, and the CARES Act. It appears to focus on individual client needs rather than institutional capital.

Is Hilltop Holdings a family office?

No. Hilltop Holdings presents itself as a personal financial planning firm, likely structured as an RIA for individual clients. There is no evidence of family-office structure, multi-generational wealth management, or principal capital deployment.

Does Hilltop Holdings manage institutional capital?

There is no public information suggesting Hilltop Holdings manages institutional assets. Its disclosed client-facing material is geared toward personal finance for individuals.

What is the relationship between Hilltop Holdings and the Texas geography?

The firm is headquartered in Dallas, Texas. Its founder, Erik Kroll, is based there, and the firm's content includes local themes such as student loan guidance for Wisconsin residents, though no other regional focus is evident.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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