# HILLTOP WEALTH & TAX SOLUTIONS

HILLTOP WEALTH & TAX SOLUTIONS of MISHAWAKA, IN is an SEC-registered investment adviser.

## Registration

- CRD: 290981
- Type: SEC-registered investment adviser
- SEC file number: 801-115255
- Location: 4100 EDISON LAKES PARKWAY, MISHAWAKA, IN, 46545
- Phone: 574-889-7526
- Latest filing: 2026-08-04
- Regulatory AUM: $616.4M
- Discretionary AUM: $600.2M
- Non-discretionary AUM: $16.2M
- Clients: 16
- Accounts: 2,784

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Erik William Brenner | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| William Lee Davis | MANAGING MEMBER | — |
| Clifton Douglas Hawkins | MANAGING MEMBER | — |
| Elizabeth Ann Foley | MANAGING MEMBER | — |
| DAVIS CATHERINE LEE | MANAGING MEMBER | — |
| FOLEY DANAE ANN | MANAGING MEMBER | — |
| BRENNER ERIK WILLIAM | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290981/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290981/similar
- Related entities: https://search.stillhousedata.com/firm/290981/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290981

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.