SourcingSourcing

D.H. HILL ADVISORS, INC.

B59
CRD 116324·SEC 801-115203·KINGWOOD, TX
AUM
$226.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$679K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
D.H. HILL ADVISORS, INC.
CRD
116324
SEC file #
801-115203
EIN
—
DBA names
—

Economics

AUM
$226.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$127.5M → $226.4M▲ +78%
Client mix
Individuals Other891
Individuals High Net Worth25
Other22

Operations

Employees (total)
19
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
28 advisors → 17 advisors▼ -39%
Primary office
KINGWOOD TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
dhhill.com

Compliance

Disclosures (firm)
6
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HILL, DANNY, HAROLD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HILL, DANNY, HAROLD
BRICKHOUSE, JOHN, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DHHILL.COM
Rdap Domain Creation Date
2000-09-01T13:48:50Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
37,200
Form 5500 Compensation Trajectory 3y
202537,200
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
37,200
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
14
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-09-01T13:48:50Z
Rdap Domain Last Changed
2025-04-29T15:29:43Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1012712
Trust Company Affiliate
No

People (18)

18
HILL, DANNY, HAROLD
IAR · Direct Owner · 87.5%
1012712
BRICKHOUSE, JOHN, CHARLES
IAR · Executive Officer · 2.5%
3070533
Jarrett Cade Gist
IAR
8065875
TAYLOR TALMAGE HODGES
IAR
5960385
FRANCISCO RETANA IBARRA
IAR
4418224
EDWARD JAY LARKIN
IAR
4073589
LAWRENCE JOSEPH BEDARD
IAR
2300509
NOOR SIRAJ AMIRALI
IAR
3062220
MICHAEL JOSEPH HERNANDEZ
IAR
2295660
PHILIP HEARL HAMILTON
IAR
2585773
BRIAN ALAN HAGEN
IAR
5189815
Kevin Blake Lybrand
IAR
7721428
MICHAEL RICHARD CLOUSE
IAR
2230606
LESLIE HOWARD KERN
IAR
1140180
GEORGE FREDERICK PHELPS
IAR
362302
ROBERT MICHAEL DECHICK
IAR
4152582
JAKE R DECHICK
IAR
7182528
Cheryl Leigh Smith
IAR
3109981