D.H. HILL ADVISORS, INC.

Adviser information for D.H. HILL ADVISORS, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 18
Registered State Investment Advisers 17
Licensed Agents of an Insurance Company 17
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 780 $169.3M
Non-Discretionary 57 $4.2M
Total 837 $173.5M

Clients

Type Number RAUM
Individuals 520 $59.9M
HNW Individuals 71 $96.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 17 $17.5M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesPERCENTAGE OF ASSETS FROM THIRD PARTY INVESTMENT ADVISERS

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 3.2M
Portfolio Manager to Program Sponsor
D.H. HILL SELECT WRAP PROGRAM D.H. HILL ADVISORS, INC.

Identifiers

SEC RIA File Number 801-115203
SEC ERA File Number 801-115203
SEC CIK Numbers None
SEC CRD Numbers 116324
Legal Entity Identifier None

Principal Office

1543 GREEN OAK PLACE
SUITE 100
KINGWOOD
TX
United States
Monday - Friday, 8AM / 5PM
Tel: 832-644-1852, Fax: 866-559-7977

Websites

Chief Compliance Officer

DAN HILL
CHIEF COMPLIANCE OFFICER
1543 GREEN OAK PLACE
SUITE 100
KINGWOOD
TX
United States
Tel: 832-644-1852
Fax: 866-559-7977
(Full email address available in API data)

Regulatory Contact

STACY BROADSTONE
DIRECTOR OF RISK MANAGEMENT
1543 GREEN OAK PLACE
SUITE 100
KINGWOOD
TX
United States
Tel: 832-644-1852
Fax: 866-559-7977
(Full email address available in API data)

Industry Affiliates

D.H. HILL INSURANCE SERVICES, LLC Insurance company or agency
D.H. HILL SECURITIES, LLLP Broker-dealer, municipal securities dealer, or gov securities broker or dealer
DAN H. HILL Real estate broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HILL, DANNY, HAROLD Individual CEO/ CCO/ TREASURER 06/1998 > 75%
BRICKHOUSE, JOHN, CHARLES Individual PRESIDENT/ CIO 10/2016 < 5%

No. Employees, Historic

40200201920202021202220232024202531 on 4/2/201931 on 2/28/202028 on 3/31/202028 on 6/29/202028 on 8/5/202028 on 1/8/202126 on 3/31/202125 on 3/30/202222 on 3/31/202321 on 3/27/2024

RAUM, Historic

300M150M02019202020212022202320242025127495000 on 4/2/2019127495000 on 2/28/2020161441751 on 3/31/2020161441751 on 6/29/2020161441751 on 8/5/2020161441751 on 1/8/2021186132331 on 3/31/2021214249379 on 3/30/2022186560362 on 3/31/2023173468102 on 3/27/2024

No. Clients, Historic

1,00050002019202020212022202320242025266 on 4/2/2019266 on 2/28/2020505 on 3/31/2020505 on 6/29/2020505 on 8/5/2020505 on 1/8/2021513 on 3/31/2021961 on 3/30/2022533 on 3/31/2023608 on 3/27/2024