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James Robert Davis

HILL COUNTRY GROUP
BOERNE, TX
·CRD# 4115545·26 years experience

Professional Summary

James Robert Davis, who also goes by Jim Robert Davis, is a registered financial advisor currently at HILL COUNTRY GROUP located in Boerne, Texas. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. James has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jim Robert Davis

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

HILL COUNTRY GROUP·CRD# 307376
RIA
2 Spencer Road Suite 102, Boerne, TX 78006
March 23, 2020 - Present
CALTON & ASSOCIATES, INC.·CRD# 20999
BD
Boerne, TX
November 9, 2017 - January 5, 2021
WESTPARK WEALTH ADVISORS, INC.·CRD# 130914
RIA
Boerne, TX
October 4, 2013 - March 13, 2020
IMS SECURITIES, INC.·CRD# 35567
BD
Boerne, TX
October 4, 2013 - November 9, 2017
EAGLE STRATEGIES LLC·CRD# 110826
RIA
Boerne, TX
November 17, 2010 - October 11, 2013
NYLIFE SECURITIES LLC·CRD# 5167
BD
Boerne, TX
October 25, 2010 - October 11, 2013
WESTPARK WEALTH ADVISORS, INC.·CRD# 130914
RIA
Boerne, TX
November 19, 2008 - October 19, 2010
IMS SECURITIES, INC.·CRD# 35567
BD
Boerne, TX
July 28, 2005 - October 19, 2010
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
January 17, 2000 - July 28, 2005

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Current Firm

HC
HILL COUNTRY GROUP

HILL COUNTRY GROUP | HILL COUNTRY RETIREMENT SOLUTIONS LLC

CRD#: 307376 / SEC#: 801-122675
RIA
Registered Investment Advisory firm - SEC (11/16/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (1/7/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2 Spencer Road Suite 102, Boerne, TX 78006

Phone Number

(830) 815-2000

# of Employees

6

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - HILL COUNTRY GROUP (2/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

879

AUM (Assets Under Management)

$175,519,460

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

No. 1) Name of Business: StillWater Christian Ministries. Non-Investment related. Address: PO Box 1885, Boerne, TX 78006. Nature of Business: Christian non-profit organization. Position/Title/Relationship: Director. Start Date: 03/2011. Hours per month: 5. Hours per month during Securities trading hours: 0 Duties/Responsibilities: Board of Director. No. 2) Name of Business: Ft. Worth Football Officials Association. Non-Investment related. Address: PO Box 1665, Ft Worth, TX 76101. Nature of Business: Football Officials Association. Position/Title/Relationship: Member. Start Date: 08/2016. Hours per month: 50. Hours per month during Securities trading hours: 0. Duties/Responsibilities: I officiate football games. No. 3) Name of Business: Hill Country Group. Investment related. Address: 2 Spencer Rd., Suite 102, Boerne, TX 78006. Nature of Business: We use this as the marketing arm for employee benefits, health insurance, and property & casualty insurance. Position/Title/Relationship: Partner. Start Date: 01/2004. Hours per month: 90. Hours per month during Securities trading hours: 90. Duties/Responsibilities: I am a partner and we provide comprehensive planning, which includes insurance. No. 4) Name of Business: RRG Consulting, LLC. Non-Investment related. Address: 16453 Field Stone Lane, College Station, TX 77845. Nature of Business: DBA for conflict resolution trainings for corporate businesses and school districts. Position/Title/Relationship: Owner. Start Date: 01/2018. Hours per month: 20. Hours per month during Securities trading hours: 10. Duties/Responsibilities: Present the trainings as well as train some of the presenters. Services offered are training sessions on conflict resolution. No. 5) Name of Business: RPB Independent Insurance. Non-Investment related. Address: 2 Spencer Rd., Suite 102, Boerne, TX 78006. Nature of Business: DBA for Health and P & C business. Position/Title/Relationship: Partner. Hours per month: 2. Hours per month during Securities trading hours: 2. Duties/Responsibilities: As we get referral opportunities to help clients with P & C and Health Insurance, I communicate that to staff for processing.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HILL COUNTRY GROUP

HILL COUNTRY GROUP | HILL COUNTRY RETIREMENT SOLUTIONS LLC

CRD#: 307376 / SEC#: 801-122675
RIA
Registered Investment Advisory firm - SEC (11/16/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (1/7/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(3/23/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2008About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2000About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view James Robert Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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