HILBAR CAPITAL, LLC
HILBAR CAPITAL, LLC is a financial advisory firm that provides expert financial guidance to a variety of clients, including individuals, businesses, and institutions. Founded in 2005, the firm has established a reputation for excellence in the industry, thanks to its dedicated team of financial experts and its commitment to providing personalized, comprehensive services to each and every client.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial guidance and recommendations tailored to the client’s unique needs and goals
- Offers a wide range of financial services, including investment management, financial planning, and wealth management
- Utilizes a team of experienced and knowledgeable financial advisors to provide well-rounded advice and support
- Continuously monitors and adjusts strategies to adapt to changing market conditions and client needs
Facts and Insights
HILBAR CAPITAL, LLC has over $1 billion in assets under management (AUM) and a team of 10 financial advisors. These advisors have an average of 15 years of experience in the financial industry, providing clients with a wealth of knowledge and expertise. The firm primarily serves high net worth individuals, as well as businesses and institutions seeking sophisticated financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 10 | 15+ |
Financial Services Offered
HILBAR CAPITAL, LLC offers a diverse range of financial services to meet the unique needs and goals of its clients. These services include:
- Investment management
- Financial planning
- Wealth management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
Client Types
HILBAR CAPITAL, LLC serves a variety of clients, including:
- High net worth individuals
- Businesses
- Institutions
Fees & Compensation
HILBAR CAPITAL, LLC operates on a fee-based compensation model, where fees are based on a percentage of AUM. This ensures that the interests of the firm are aligned with those of its clients, and encourages the firm to strive for consistent performance and growth.
Background
HILBAR CAPITAL, LLC was founded by Mark Hill and John Barnes, two highly experienced financial advisors with a passion for helping clients achieve their financial goals. Together, they have built a team of skilled professionals dedicated to providing personalized and comprehensive financial services to clients.
Financial Advisor Disclosures to Know
When working with HILBAR CAPITAL, LLC, clients can be assured that the firm operates with transparency and adheres to all applicable regulations. As a registered investment advisor, the firm is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. This includes disclosing any potential conflicts of interest and always putting the client’s needs first.
In conclusion, HILBAR CAPITAL, LLC is a trusted financial advisor that offers comprehensive services to a diverse range of clients. With their experienced team and commitment to personalized guidance, the firm is well-equipped to help clients achieve their financial goals and secure their financial future.