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Kingwood, TX Green Oak Place Office

Team
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D.H. Hill Advisors, Inc. logo

D.H. Hill Advisors, Inc.

Team

Firm-wide stats for D.H. Hill Advisors, Inc.

Total advisors

19

Across 14 offices

Clients per advisor

48 Typical

Avg AUM per client

$219,328 Very Low

HNW client ratio

3% Very Low

About

D.H. Hill Advisors provides wealth-management services including financial planning and discretionary and nondiscretionary investment management to individuals, high‑net‑worth clients, employer‑sponsored retirement plans, corporations, foundations and trusts. The firm also offers retirement‑plan consulting, a national accounts platform, self‑directed 401(k) services, and access to certain alternative investments and insurance‑related advice.

The firm manages assets through a mix of firm‑level, directly managed strategies overseen by an Investment Committee and advisor‑managed custom portfolios on its Direct and Connect platforms, and it engages unaffiliated sub‑advisers for limited discretionary mandates. Disclosed methods include tactical asset allocation, quantitative and technical analysis, and tax‑aware techniques such as tax‑loss harvesting, with the firm noting that tax outcomes and performance are not guaranteed.

The brochure highlights several features that are less common among multi‑team advisers: senior management maintains affiliated broker‑dealer and insurance entities and the firm discloses that its CEO is also a licensed real‑estate broker, which the firm identifies as creating potential conflicts overseen by internal controls. The firm also discloses past referrals to a private placement in which senior personnel were investors and that some clients remain invested, and it describes policies for addressing outside business activities and related conflicts of interest.

Based on D.H. Hill Advisors, Inc.

Expertise

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies

Based on D.H. Hill Advisors, Inc.

Occupation focus

Founder/Business Owner Executive

Based on D.H. Hill Advisors, Inc.

Location

1543 Green Oak Place, Ste. 100

Kingwood TX 77339

Advisors at this office

4

Advisors at this office

user avatar

Philip H

Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Philip Hamilton is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Sws Financial Services and Horter Investment Management, LLC. Outside of his advisory work, he is involved in insurance sales focused on final expense and mortgage protection. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through two platforms that offer a range of investment strategies, including tactical asset allocation, active and passive approaches, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Noor A

CFP®, Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Noor Amirali is a CFP® professional with 28 years of industry experience, currently serving at D.H. Hill Advisors, Inc. since 2009. His prior work includes roles at Wrp Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory role, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides wealth management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, retirement-plan consulting, and access to alternative investments. The firm employs a mix of firm-managed and advisor-managed strategies, utilizing tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Danny H

Series 63

Kingwood, TX

D.H. Hill Advisors, Inc.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Leslie K

Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Leslie Kern is a financial advisor at D.H. Hill Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Planmember Securities Corporation and his own practice, Les H Kern. Kern is also involved as an insurance agent and participates in investment services related to Deferred Sales Trusts. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a mix of internally managed strategies, advisor-managed portfolios, and unaffiliated sub-advisers, using approaches such as tactical asset allocation and tax-aware techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
View complete list of advisors at this office
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