Northill Aims provides portfolio management for individuals and small businesses, education planning, financial planning, insurance, and tax planning.
Northill Aims reports 120 clients. They include 69 individual clients and 51 high-net-worth individuals. Of its assets, 100.0% ($249M across 528 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 91% |
| High-net-worth individuals | 43% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 69 | $228M | 91.4% | $3.31M |
| High-net-worth individuals | 51 | $21.4M | 8.6% | $420K |
| Total | 120 | $249M | 100% | $2.08M |
- Clients
- 69
- Regulatory AUM
- $228M
- AUM share
- 91.4%
- Avg. per client
- $3.31M
- Clients
- 51
- Regulatory AUM
- $21.4M
- AUM share
- 8.6%
- Avg. per client
- $420K
Total
- Clients
- 120
- Regulatory AUM
- $249M
- AUM share
- 100%
- Avg. per client
- $2.08M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Northill Aims is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Wesley Pingelton owns 75% or more of Northill Aims. It has 2 employees.
Leadership
Wesley PingeltonManaging Member / CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Northill Aims, LLC
Wesley Pingelton
Control person · since October 2025
Besides its headquarters, Northill Aims has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 3400 N Central Expressway, Suite 110-220, RichardsonHQ
Contact and registration details
- Legal name
- Northill Aims, LLC
- Headquarters
- 3400 N Central Expressway, Suite 110-220, Richardson, TX 75080
- Website
- northillaims.com
- Phone
- 972-480-6202
- SEC file
- 801-134901
- Founded
- 2025
- Structure
- Texas LLC
- Fiscal year end
- December
Northill Aims uses Charles Schwab ($169M) as custodian for its separately managed accounts. Northill Aims does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $169M100%
At year end, Northill Aims’ separately managed accounts were largely in stocks (40%) and funds (24%).
What the accounts hold
- Stocks40%
- Funds24%
- Bonds1%
- Cash6%
- Other29%
- Mutual evolve29%
How many clients does Northill Aims have?
Northill Aims has 120 clients and manages $249 million for them, as of May 2026. They include 69 individual clients and 51 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026
What services does Northill Aims offer?
Northill Aims provides portfolio management for individuals and small businesses, education planning, financial planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Northill Aims use?
Northill Aims’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $169M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026
How many financial advisors does Northill Aims have?
Northill Aims has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Northill Aims invest in?
At the end of its last fiscal year, Northill Aims’ separately managed accounts held 40% exchange-traded equities, 29% other, 24% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 1% U.S. government and agency bonds. The 29% other category is described as: Mutual Evolve.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Northill Aims?
Northill Aims’ direct owner is Wesley Pingelton (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 May 2026
How does Northill Aims get paid?
Northill Aims is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Northill Aims?
Northill Aims’ main office is at 3400 N Central Expressway, Suite 110-220, Richardson, TX 75080. Its phone number is 972-480-6202. Its website is northillaims.com.