Tyler, TX Old Jacksonville Hwy 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

6713 Old Jacksonville Hwy

Tyler TX 75703

Advisors at this office

3

Advisors at this office

user avatar

Jarrett G

Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Jarrett Gist is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, Texas, holding a Series 65 credential. He has been with D.H. Hill Advisors since 2025 and also provides specialist Orientation and Mobility services for special education children through his own business, Jarrett Gist Orientation and Mobility Services. He has been involved in education-related roles since 2013. D.H. Hill Advisors offers financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm supports independent Investment Adviser Representatives through platforms that combine committee oversight with both tactical and passive investment 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

Kevin L

Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Kevin Lybrand is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, TX, holding a Series 65 designation with two years of industry experience. Prior to joining D.H. Hill Advisors, he worked at New York Life and served seven years with the Texas Department of Public Safety. Outside of his advisory role, he teaches online classes at Jacksonville Junior College and leads worship services at Emerald Bay Community Church. 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, and retirement-plan consulting. The firm employs a variety of investment strategies and utilizes both firm-managed and advisor-managed portfolios, with access to sub-advisers and alternative investments.

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

Cheryl S

Series 63, Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Cheryl Smith is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Madison Avenue Securities, AEWealth Management, and State Farm Insurance. She is also involved with Texas Financial and Retirement, where she serves as an Analyst Relationship Director. 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 institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both active and passive strategies alongside 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
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