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James Robert Davis

HILL COUNTRY RETIREMENT SOLUTIONS LLC·BOERNE, Texas
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2 SPENCER ROAD, BOERNE, TX 78006CRD# 4115545Firm CRD# 307376
01

About

James Robert Davis is a registered financial advisor based in BOERNE, Texas, affiliated with HILL COUNTRY RETIREMENT SOLUTIONS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HILL COUNTRY RETIREMENT SOLUTIONS LLC
HILL COUNTRY GROUP
AUM
$180M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HILL COUNTRY RETIREMENT SOLUTIONS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4115545
Firm CRD# 307376
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Robert Davis offer?
James Robert Davis specializes in Financial Planning, Investment Management. Contact their office in BOERNE, Texas for a consultation.
What are James Robert Davis's credentials?
James Robert Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Davis located?
James Robert Davis is based in BOERNE, Texas, working with HILL COUNTRY RETIREMENT SOLUTIONS LLC. Their office serves clients in the BOERNE metropolitan area and surrounding communities.
How does James Robert Davis charge for services?
James Robert Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HILL COUNTRY RETIREMENT SOLUTIONS LLC?
HILL COUNTRY RETIREMENT SOLUTIONS LLC has approximately 6 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BOERNE
Brett Olan Wheeler — ADVISOR LOGISTICS, LLCSamuel Sean Mcgee — CRESTMONT PRIVATE WEALTH LLCHannah Vinyard Perry — CRESTMONT PRIVATE WEALTH LLCJ Taylor Laing Davis — HILL COUNTRY RETIREMENT SOLUTIONS LLCGregory Michael Rickert — HILL COUNTRY RETIREMENT SOLUTIONS LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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