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Hillegas, Craig James (San Diego)


Hillegas, Craig James is a large advisory firm based in San Diego. It manages $107.21 million of regulatory assets for 303 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Hawaii.




Hillegas, Craig James provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hillegas, Craig James: assets under management

The assets under management (AUM) of Hillegas, Craig James is $107.21 million. The firm's AUM has grown by 122% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $102.71 million in discretionary accounts and $4.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $420.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $76.31 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hillegas, Craig James for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Hillegas, Craig James performs its advisory services is located at 8257 The Landing Way, San Diego, CA 92127 The mailing address of the firm is Po Box 5010, Rancho Santa Fe, CA 92067 5010. An additional office of the firm is in Del Mar, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-756-6111 or by fax 858-756-6111. The normal business hours are various - by appointment on Monday - Friday.


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