D.H. Hill Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
D.H. Hill Advisors reports 938 clients. They include 891 individual clients, 25 high-net-worth individuals and 22 other clients. Of its assets, 87.4% ($198M across 916 accounts) are managed with discretion; $28.6M across 22 accounts are not. A wrap fee program the firm both sponsors and manages holds $2.32M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 58% |
| High-net-worth individuals | 3% | 31% |
| Other | 2% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 891 | $131M | 57.7% | $147K |
| High-net-worth individuals | 25 | $70.2M | 31.0% | $2.81M |
| Other | 22 | $25.5M | 11.3% | $1.16M |
| Total | 938 | $226M | 100% | $241K |
- Clients
- 891
- Regulatory AUM
- $131M
- AUM share
- 57.7%
- Avg. per client
- $147K
- Clients
- 25
- Regulatory AUM
- $70.2M
- AUM share
- 31.0%
- Avg. per client
- $2.81M
- Clients
- 22
- Regulatory AUM
- $25.5M
- AUM share
- 11.3%
- Avg. per client
- $1.16M
Total
- Clients
- 938
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- $241K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
D.H. Hill Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Only
- Financial planning without investment management is a negotiated general guideline of 0.50% of assets up to $2,000,000, 0.40% from $2,000,000 to $5,000,000 and 0.30% from $5,000,000 to $10,000,000.
- Hourly Financial Planning
- Hourly cost of services is negotiated within a range of a $200 minimum to a $500 maximum per hour.
Danny Hill owns 75% or more of D.H. Hill Advisors. The leadership team of D.H. Hill Advisors includes President John Brickhouse. It has 19 employees, 17 of them in advisory roles.
Staff
- 19 employees
- 17 in advisory functions
- 17 state-registered reps
- 13 broker-dealer reps
- 9 insurance agents
- 1 soliciting firm
- Owns 75% or more of D.H. Hill Advisors, Inc.
Danny Hill
Control person · since June 1998
D.H. Hill Advisors’ regulatory assets grew from $186M (March 2021) to $226M (August 2026); clients rose from 513 to 938 and employees fell from 26 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $226M | 938 | 19 | 14 |
| Mar 2025March 2025 | $197M | 736 | 21 | 16 |
| Mar 2024March 2024 | $173M | 608 | 21 | 17 |
| Mar 2023March 2023 | $187M | 533 | 22 | 19 |
| Mar 2022March 2022 | $214M | 961 | 25 | 22 |
| Mar 2021March 2021 | $186M | 513 | 26 | 23 |
Besides its headquarters, D.H. Hill Advisors has 13 offices (9 private residences, listed without an address), with 5 listed addresses across 5 states.
California · 1 listed address
- 600 B Street, San Diego
Florida · 1 listed address
- 1635 E. Hwy 50, Clermont
Nebraska · 1 listed address
- 208 E 5th, York
New York · 1 listed address
- 21432 Waters Edge Drive, Bayside
Texas · 1 listed address
- 1543 Green Oak Place, Suite 200, KingwoodHQ
Other business names
D.H. Hill Advisors has reported 1 other business name to the SEC.
- Dba D.H. Hill Wealth Management
Contact and registration details
- Legal name
- D.H. Hill Advisors, Inc.
- Headquarters
- 1543 Green Oak Place, Suite 200, Kingwood, TX 77339
- Website
- dhhill.com
- Phone
- 832-644-1852
- SEC file
- 801-115203
- Structure
- Texas corporation
- Fiscal year end
- December
D.H. Hill Advisors’ named custodian for separately managed accounts is Charles Schwab ($46.8M). D.H. Hill Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $46.8M100%
At year end, D.H. Hill Advisors’ separately managed accounts were mostly in stocks (58%) and funds (21%).
What the accounts hold
- Stocks58%
- Funds21%
- Bonds6%
- State and local bonds5%
- Investment grade corporate bonds1%
- Cash16%
How many clients does D.H. Hill Advisors have?
D.H. Hill Advisors has 938 clients and manages $226 million for them, as of August 2026. They include 891 individual clients, 25 high-net-worth individuals and 22 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026
What services does D.H. Hill Advisors offer?
D.H. Hill Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does D.H. Hill Advisors use?
D.H. Hill Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $46.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026
How many financial advisors does D.H. Hill Advisors have?
D.H. Hill Advisors has 17 investment adviser representatives registered with state securities authorities, out of 19 employees, and 17 perform investment advisory functions. 13 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does D.H. Hill Advisors invest in?
At the end of its last fiscal year, D.H. Hill Advisors’ separately managed accounts held 58% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 5% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns D.H. Hill Advisors?
D.H. Hill Advisors’ direct owner is Danny Hill (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 August 2026
How does D.H. Hill Advisors get paid?
D.H. Hill Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact D.H. Hill Advisors?
D.H. Hill Advisors’ main office is at 1543 Green Oak Place, Suite 200, Kingwood, TX 77339. Its phone number is 832-644-1852. Its website is dhhill.com.