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HILLTOP SECURITIES INC.

CRD 6220 · SEC 801-55529

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717 N. HARWOOD STREET, SUITE 3400, DALLAS, TX, 75201, United States

Phone

214-953-4000

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.51B

Discretionary AUM

$1.80B

Team

92 total employees; 92 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; 12B-1 FEES

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals2736$829.5M
High net worth individuals599$1.43B
Pension/profit sharing plans7$19.2M
Charitable organizations11$27.7M
State/municipal entities5$73.0M
Corporations/business entities49$125.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD