D.H. Hill Advisors, Inc.

RIASEC Registered

Total AUM

$226M

Discretionary

$198M

87% of AUM

Avg account

$241K

Accounts

938

Employees

Advisory reps

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

FINTRX

Overview

D.H. Hill Advisors, Inc. is an independent, individual-owned registered investment adviser that has been SEC-registered since 2019. The firm serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. It operates as a capital allocator and charges clients through a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. The firm maintains industry relationships that support its advisory work, including connections with broker-dealers, accounting firms, insurance companies and real estate brokers. It is also noted as a sponsor of limited partnerships (excluding pooled investment vehicles), which aligns with its use of externally managed alternative investment programs.