James Pierce Hill

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-05-22
TX	RA	APPROVED	2022-04-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Blue Henge Capital	Baton Rouge	LA	05/2018	08/2018
Vector Marketing	Baton Rouge	LA	07/2016	07/2018
Tulane University	New Orleans	LA	08/2015	05/2019
Stephens Inc.	Little Rock	AR	06/2019	02/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	03/2022	Present
Varsity Sports	Baton Rouge	LA	08/2016	01/2022
Bank Of America, N.A.	Dallas	TX	04/2022	Present

05/2018 → 08/2018

Blue Henge Capital

Baton Rouge, LA
07/2016 → 07/2018

Vector Marketing

Baton Rouge, LA
08/2015 → 05/2019

Tulane University

New Orleans, LA
06/2019 → 02/2022

Stephens Inc.

Little Rock, AR
03/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
08/2016 → 01/2022

Varsity Sports

Baton Rouge, LA
04/2022 → Present

Bank Of America, N.A.

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-06