D.H. HILL ADVISORS, INC.

RIASEC RegisteredEst. 2019
Total AUM
$226M
Discretionary
$198M
87% of AUM
Avg account
$241K
Accounts
938
Employees
19
Advisory reps
18

Firm details

Headquarters
Kingwood, Texas
CRD number
116324
Registered since
May 2, 2019
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 21%, Cash & Cash Equivalents 16%, State & Local Bonds 5%, Investment Grade Corp Bonds 1%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds21%
  • Cash & Cash Equivalents16%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • DANNY HILL

    FOUNDER, CEO, CCOCRD 1012712

Contacts

3 of 17
  • LESLIE KERN

    Financial AdvisorCRD 1140180

  • BRIAN HAGEN

    Financial AdvisorCRD 5189815

  • GEORGE PHELPS

    Independent Financial ConsultantCRD 362302

Unlock 14 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth