Hillcrest Financial Group
Hillcrest Financial Group is an SEC-registered wealth manager in Thousand Oaks, CA with $567.8M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Hillcrest Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317862, SEC 801-122983, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $567.8M (2026-04-08)
- Firm type
- Wealth Manager
- Location
- Thousand Oaks, CA
- Employees
- 8
- Clients
- 347
- CRD
- 317862
- Ownership
- Kasting, Jonathan, G; HARRINGTON, DAVID, PATRICK; SOLOMON, DEAN, AZAD; CNSL MANAGEMENT ENTERPRISES,LLC; BERNSTEIN, DANIEL, ADAM
How much AUM does Hillcrest Financial Group have?
Hillcrest Financial Group reported $567.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Hillcrest Financial Group?
Disclosed owners and executives of Hillcrest Financial Group include Kasting, Jonathan, G, HARRINGTON, DAVID, PATRICK, SOLOMON, DEAN, AZAD, CNSL MANAGEMENT ENTERPRISES,LLC, BERNSTEIN, DANIEL, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.