Robert Hillberg
Hillberg Capital Management · Turlock, California
Robert Hillberg is a fee-only financial advisor at Hillberg Capital Management in Turlock, California, who holds the PFS credential. Hillberg Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Robert →
Facts
| Firm | Hillberg Capital Management |
|---|---|
| Based in | Turlock, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $103.9M across 242 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CA · CRD 4804825 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Robert's firm compares
- Hillberg Capital Management's average account is about $429,000, from its Form ADV (assets managed divided by 242 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Hillberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Hillberg Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Hillberg Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Hillberg based?
Robert Hillberg is based in Turlock, California.
What credentials does Robert Hillberg hold?
Robert Hillberg holds the PFS credential.
Is Robert Hillberg registered with the SEC?
Yes. Robert Hillberg is registered as an investment adviser representative in CA (CRD 4804825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hillberg Capital Management manage?
Hillberg Capital Management reports $103.9M across 242 accounts in assets under management.
How do I contact Robert Hillberg?
Contact details aren't on file yet. Search for Hillberg Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.