Hillier Advisors, LLC (Ocala)

Hillier Advisors, LLC is an adviser based in Ocala. It manages $60 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, New York, and Pennsylvania.

Hillier Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hillier Advisors: assets under management

The assets under management (AUM) of Hillier Advisors, LLC is $60 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hillier Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hillier Advisors, LLC

Hillier Advisors, LLC is owned by Michael Patrick Smorch. Jamie Beth Zink joined the executive team most recently as the Managing Director And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Patrick Smorch	Owner/investment committee member	1 Feb 2007	75% - 100%	1914066
Gary Gilbert Schlarbaum	Owner/investment committee member	1 Feb 2007	25% - 50%	1794197
Christopher John Samuelson	Managing director and chief compliance officer	1 Feb 2007	Other	5298377
David Dejonge	Member/owner	1 Feb 2007	Other	5550565
Jerol Donna Sieracke	Managing director and chief compliance officer	1 Feb 2008	Other	5509217
Janet Cauley	Managing director and chief compliance officer	1 Sep 2008	Other	1175845
Michael Patrick Smorch	Member/owner and investment committee member	1 Jan 2010	50% - 75%	1914066
Jamie Beth Zink	Managing director and chief compliance officer	1 Jan 2010	Other	5763750

Based in Ocala

The principal office where Hillier Advisors, LLC performs its advisory services is located at 6035 Sw 54 Th Street, Ocala, FL 34474, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.