Mountain Hill Investment Partners
- Regulatory AUM
- $539M
- Discretionary
- $360M
- Clients
- 174
- Avg AUM / client
- $3.1M
- Accounts
- 328
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 107 | $42.7M | 7.91% |
| High net worth individuals | 48 | $317M | 58.8% |
| Pension and profit sharing plans | 19 | $180M | 33.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew John Kaiser | Chief Executive Officer | Jan 2006 (21y) | 50% – 75% | |
| Michael Henry Meyers | Chief Compliance Officer | Mar 2007 (19y) | 25% – 50% | |
| Lauren Grey Siewert | Director Of Business Development | Apr 2021 (5y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $360M (67% of AUM) May 2026
- Ascensus, Inc. $115M (21% of AUM) May 2026
- Charles Schwab & Co. $54.0M (10% of AUM) May 2026
- Usi Consulting Llc $39.8M (12% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗