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
19

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

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Overview

D.H. Hill Advisors, Inc. is a privately owned corporation that provides wealth management and financial planning primarily to individuals and families. The firm is SEC-registered (since 2019) and operates as a multi-state adviser and capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting-related work. Fee arrangements are varied: the firm charges a percentage of assets under management and may also use hourly, fixed, and other fee structures. D.H. Hill is not identified as an active ESG investor.

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 18
  • Leslie Kern

    Leslie Kern

    Financial AdvisorCRD 1140180

  • Brian Hagen

    Brian Hagen

    Financial AdvisorCRD 5189815

  • George Phelps

    George Phelps

    Independent Financial ConsultantCRD 362302

Unlock 15 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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