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Managing Member / Managing Principal · Hill Island Financial LLC

Kevin M. Toler

CRD 4481134 · Named on Form ADV at one SEC-registered adviser

At a glance

Hill Island Financial LLC, an SEC-registered wealth manager based in Grand Rapids, MI with $624 million in regulatory assets, lists Kevin M. Toler on its Form ADV as Managing Member / Managing Principal, a control person.

Firms and roles

  • Hill Island Financial LLCManaging Member / Managing PrincipalWealth manager · Grand Rapids, MI · $624M in regulatory assets

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joshua MoellerMember / Principal and Chief Compliance Officer, Hill Island Financial LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.