D.H. HILL ADVISORS, INC.
Firm details
- Headquarters
- Kingwood, Texas
- CRD number
- 116324
- Registered since
- May 2, 2019
- Website
- www.dhhill.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals57.72%
- HNWI31.02%
- Other11.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
D.H. Hill Advisors, Inc. is a corporation that advises individuals and families across multiple states, operating as a capital allocator with a clear preference for public equities. The firm provides a mix of financial planning and portfolio management services for individuals and small businesses, along with pension consulting and selection-of-other-advisers services. Its revenue model includes percentage-of-AUM fees supplemented by hourly and fixed-fee arrangements. Managerially, D.H. Hill runs the majority of client assets on a discretionary basis, and it is set up to both manage portfolios directly and coordinate outside specialists. The firm’s affiliations — which include broker-dealers, accountants, insurance companies and real estate brokers — suggest an integrated approach to investment sourcing and client service, including the ability to sponsor limited partnerships and participate in private deal flow.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents16%
- State & Local Bonds5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1DANNY HILL
FOUNDER, CEO, CCOCRD 1012712
Contacts
3 of 17LESLIE KERN
Financial AdvisorCRD 1140180
BRIAN HAGEN
Financial AdvisorCRD 5189815
GEORGE PHELPS
Independent Financial ConsultantCRD 362302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kingwood, TX
HARRIS
Location
Kingwood, TX
Headquartered in Kingwood, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1543 Green Oak Pl
- Time zone
- CT (UTC-6)
- Office locations
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