DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
D.H. Hill Advisors, Inc.
Latest filing Aug 4, 2026
First filing on the tape Apr 2, 2019 · 13 filings
SEC status approved since May 2, 2019
RAUM
$226M
reported, Item 5.F
Discretionary
87%
of RAUM
Private clients
89%
$201M individuals and HNW
Advisors
19
registered through the firm on IAPD
RAUM per advisor
$11.9M
derived; firm RAUM over IAPD count
Employees
19
17 advisory (5.B.1)
Offices
13
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$226M as of Aug 4, 2026
Mar 31, 2020$161M then
HNW client RAUM$70.2M as of Aug 4, 2026
Mar 31, 2020$91.7M then
State-registered IARs (5.B.3)17 as of Aug 4, 2026
Mar 31, 202026 then
Employees (5.A)19 as of Aug 4, 2026
Mar 31, 202028 then
Private funds: no history
RAUM +15% over the last fiscal year+6.7% a year over threeIARs 19 to 17offices 15 to 13
Practice profile
derived from the filing of Aug 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $11.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 48derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $241,360derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 87%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.4derived14 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- -11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +25%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $2.3MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$131M65%
- High-net-worth individuals$70.2M35%
- Individual clients
- 891reported
- HNW clients
- 25reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 938reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=13.0derived
Advisors registered through the firm
19 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Danny Harold Hill | Kingwood, Tx | Oct 24, 1996 | 48 y | 0 |
| Noor Siraj AmiraliCertified Financial Planner | Spring, Tx | Sep 29, 2009 | 28 y | 3 |
| Michael Richard Clouse | Austin, Tx | Sep 30, 2009 | 34 y | 2 |
| Robert Michael Dechick | Clermont, Fl | Mar 13, 2012 | 18 y | 0 |
| George Frederick PhelpsCertified Financial Planner | Kingwood, Tx | Mar 2, 2015 | 37 y | 2 |
| Lawrence Joseph Bedard | Bayside, Ny | Dec 17, 2015 | 37 y | 3 |
| Leslie Howard Kern | Kingwood, Tx | Feb 10, 2016 | 43 y | 5 |
| Brian Alan Hagen | Montgomery, Tx | Aug 15, 2016 | 20 y | 5 |
| John Charles BrickhouseCertified Financial Planner | Kingwood, Tx | Nov 4, 2016 | 27 y | 5 |
| Taylor Talmage Hodges | Kingwood, Tx | Dec 2, 2016 | 15 y | 1 |
| Philip Hearl Hamilton | Kingwood, Tx | May 19, 2021 | 31 y | 5 |
| Edward Jay Larkin | Kingwood, Tx | Jan 19, 2022 | 10 y | 0 |
| Cheryl Leigh Smith | Tyler, Tx | Oct 14, 2022 | 27 y | 1 |
| Michael Joseph Hernandez | Dallas, Tx | Feb 23, 2024 | 16 y | 0 |
| Kevin Blake Lybrand | Kingwood, Tx | Jun 5, 2024 | 10 y | 0 |
| Francisco Retana Ibarra | San Diego, Ca | Jan 2, 2025 | 21 y | 2 |
| Jarrett Cade Gist | Kingwood, Tx | Mar 26, 2025 | 13 y | 0 |
| Jake R Dechick | Clermont, Fl | Apr 24, 2026 | 16 y | 1 |
| Katherine Chin Neill | Roanoke, Tx | Jul 27, 2026 | 17 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Steven Todd Standley to Impact Partnership Wealth, LLCMar 28, 2025 · RIA to RIA
- Joel T. Barjenbruch to Pruco Securities, LLCJul 5, 2023 · RIA to affiliated broker-dealer or bank
- Peter Matthew Bakalis to Bakalis Financial Inc.Sep 30, 2022 · RIA to a state-registered adviser
- Stiven Olarte to Gradient Advisors, LLCSep 24, 2021 · RIA to RIA
- John A. Ramey to Yayati Asset Management, LLCDec 31, 2020 · RIA to a state-registered adviser
- Philip Hearl Hamilton to Horter Investment Management, LLCAug 5, 2020 · RIA to RIA
- Todd Franklin Gregory to Ae Wealth Management, LLCSep 9, 2019 · RIA to RIA
- Marijo Tase Harding to Prudence Advisory ServicesMay 2, 2018 · RIA to a state-registered adviser
- John A. Ramey to Bluearc Capital ManagementFeb 5, 2018 · Other
- Scott Leslie Johnson to Cambridge Investment Research Advisors, Inc.Aug 1, 2017 · Other
- Jhoanny Vianela Garcia-Cardenas to Truist Advisory Services, Inc.Mar 21, 2017 · RIA to affiliated broker-dealer or bank
- Melanie Null to Woodlands Asset Management IncOct 11, 2016 · Other
- John M Little to Horter Investment Management, LLCApr 4, 2016 · Other
- Paul K Doak to Cambridge Investment Research Advisors, Inc.Aug 1, 2014 · Other
- Brian Alan Hagen to Concourse Financial Group AdvisorsMay 16, 2014 · Other
Joined, latest
- Katherine Chin Neill from Aragon AdvisorsJul 27, 2026 · Other
- Francisco Retana Ibarra from Sleeve Financial, Inc.Jan 2, 2025 · Other
- Cheryl Leigh Smith from Ae Wealth Management, LLCOct 14, 2022 · Affiliated broker-dealer or bank to independent RIA
- Philip Hearl Hamilton from Horter Investment Management, LLCMay 19, 2021 · RIA to RIA
- John A. Ramey from Bluearc Capital ManagementJan 29, 2020 · Other
- Peter Matthew Bakalis from SpcMay 22, 2019 · Affiliated broker-dealer or bank to independent RIA
- Philip Hearl Hamilton from Momentum Independent Network Inc.Feb 15, 2018 · Other
- Taylor Talmage Hodges from Integrity Alliance, LLCDec 2, 2016 · Other
- Scott Leslie Johnson from Integrity Alliance, LLCDec 2, 2016 · Other
- John Charles Brickhouse from Integrity Alliance, LLCNov 4, 2016 · Other
- Brian Alan Hagen from Concourse Financial Group AdvisorsAug 15, 2016 · Other
- Leslie Howard Kern from Les H. KernFeb 10, 2016 · Other
- Lawrence Joseph Bedard from Horter Investment Management, LLCDec 17, 2015 · Other
- Jhoanny Vianela Garcia-Cardenas from Suntrust Investment Services, Inc.Aug 17, 2015 · Other
- Melanie Null from Westpark Wealth Advisors, Inc.Jun 1, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Charles John Brickhouse · President/ Ciocontrolsince 10/2016 · owns less than 5%
- Harold Danny Hill · Ceo/ Cco/ Treasurercontrolsince 06/1998 · owns 75% or more
Related persons
Schedule D 7.A
- D.H. Hill Insurance Services, LLCreal estaten
- D.H. Hill Securities, Lllpbroker-dealern
- Dan H. Hillinvestment companyn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Kingwood, Tx · principal | 18 | 2 | 0 | ||
| Tyler, Tx | 4 | 0 | 0 | ||
| Clermont, Fl | 2 | 1 | 0 | ||
| Brentwood, Tn | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Fairfield, TX1 employees
- Brentwood, TN1 employees
- Clermont, FL1 employees
- Wayne, NE1 employees
- Bayside, NY1 employees
- Ft. Lauderdale, FL1 employees
- , 1 employees
- Arlington, TX1 employees
- Northfield, IL1 employees
- San Diego, CA1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Mar 27, 2026HNW share of RAUM moved from 64.0% to 31.0% between the annual amendments of 2025-03-28 and 2026-03-27peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 953 to 938Mar 28, 2025 to Mar 27, 2026
- Advisory employees · 19 to 17Mar 28, 2025 to Mar 27, 2026
- BD registered reps · 16 to 13Mar 28, 2025 to Mar 27, 2026
- HNW clients · 117 to 25Mar 28, 2025 to Mar 27, 2026
- Individual clients · 614 to 891Mar 28, 2025 to Mar 27, 2026
- Employees · 21 to 19Mar 28, 2025 to Mar 27, 2026
- Financial planning clients · 0 to 1-10Mar 28, 2025 to Mar 27, 2026
- State-registered IARs · 19 to 17Mar 28, 2025 to Mar 27, 2026
- Other offices · 15 to 13Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $177M to $198MMar 28, 2025 to Mar 27, 2026
- HNW RAUM · $127M to $70.2MMar 28, 2025 to Mar 27, 2026
- Individual RAUM · $50.9M to $131MMar 28, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $19.4M to $28.6MMar 28, 2025 to Mar 27, 2026
- RAUM · $197M to $226MMar 28, 2025 to Mar 27, 2026
- Accounts · 837 to 953Mar 27, 2024 to Mar 28, 2025
- Advisory employees · 17 to 19Mar 27, 2024 to Mar 28, 2025
- BD registered reps · 18 to 16Mar 27, 2024 to Mar 28, 2025
- HNW clients · 71 to 117Mar 27, 2024 to Mar 28, 2025
- Individual clients · 520 to 614Mar 27, 2024 to Mar 28, 2025
- Financial planning clients · 1-10 to 0Mar 27, 2024 to Mar 28, 2025
- State-registered IARs · 17 to 19Mar 27, 2024 to Mar 28, 2025
- Other offices · 16 to 15Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $169M to $177MMar 27, 2024 to Mar 28, 2025
- HNW RAUM · $96.1M to $127MMar 27, 2024 to Mar 28, 2025
- Individual RAUM · $59.9M to $50.9MMar 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $4.2M to $19.4MMar 27, 2024 to Mar 28, 2025
- RAUM · $173M to $197MMar 27, 2024 to Mar 28, 2025
- Accounts · 939 to 837Mar 31, 2023 to Mar 27, 2024
- Advisory employees · 20 to 17Mar 31, 2023 to Mar 27, 2024
- BD registered reps · 19 to 18Mar 31, 2023 to Mar 27, 2024
- HNW clients · 49 to 71Mar 31, 2023 to Mar 27, 2024
- Individual clients · 465 to 520Mar 31, 2023 to Mar 27, 2024
- Pension plan clients · 1.0 to unsetMar 31, 2023 to Mar 27, 2024
- Employees · 22 to 21Mar 31, 2023 to Mar 27, 2024
- State-registered IARs · 19 to 17Mar 31, 2023 to Mar 27, 2024
- Other offices · 18 to 16Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $155M to $169MMar 31, 2023 to Mar 27, 2024
- HNW RAUM · $82.2M to $96.1MMar 31, 2023 to Mar 27, 2024
- Individual RAUM · $75.8M to $59.9MMar 31, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $31.9M to $4.2MMar 31, 2023 to Mar 27, 2024
Signals
4 dated events
- Steven Todd Standley left D.H. Hill Advisors, Inc. for Impact Partnership Wealth, Llc (registered 2025-03-27)Mar 28, 2025 · Advisor changed firm · fact
- Joel T. Barjenbruch left D.H. Hill Advisors, Inc. for Pruco Securities, Llc (registered 2023-07-06)Jul 5, 2023 · Advisor changed firm · fact
- Peter Matthew Bakalis left D.H. Hill Advisors, Inc. for Bakalis Financial Inc. (registered 2022-10-10)Sep 30, 2022 · Advisor changed firm · fact
- D.H. Hill Advisors, Inc. filed its initial SEC registration (Form ADV)Apr 2, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@dhhill.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 832-644-1852reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 866-559-7977reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- DHHILL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 832-644-1852reportedpublic record, Form ADV, Aug 4, 2026
- Contact form
- dhhill.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $11.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026