D
DH Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,428,014
Clients
23
48% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$1,583,827
About
The firm provides discretionary asset management services to individuals, families, and trusts, tailoring portfolios to each client’s investment goals, risk tolerance, and time horizon. It manages accounts on an ongoing basis and implements portfolios using open‑end mutual funds, ETFs, individual equities, and bonds, with a stated preferred minimum account size of $250,000.
The firm emphasizes asset allocation as the primary driver of account performance and employs a mix of charting, fundamental, technical, and cyclical analysis to evaluate investments and guide portfolio decisions. Reviews and rebalancing are conducted periodically or when client circumstances change, and the firm notes that reallocations and trades can create taxable events for taxable accounts.
Compared with many peers, the firm has relatively detailed personal‑trading and compliance controls: personnel trading outside of mutual funds requires pre‑approval for IPOs, private placements, and ETF trades over $20,000, and employees are prohibited from trading securities held in client portfolios on the last day of the month. The firm recommends a single primary custodian (Charles Schwab) and discloses receipt of platform and practice‑support services from that custodian, and it does not vote client proxies, leaving proxy materials to clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Up to 1.5% annually
Account minimum: $250,000
Main office location
DH Asset Management, LLC
Parker TX, United States
Number of offices
1
Most active in
DH Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")