DW Huff Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DW Huff Advisory is a small independent registered investment adviser operating as a solo practitioner that primarily serves individual clients while also providing portfolio management services for institutional clients, as described in its Form ADV Part 2. The brochure reports roughly $1.5 million in regulatory assets under management and a compact client roster, and the firm offers ongoing portfolio management and financial planning services.
The brochure describes an investment program that can include discretionary portfolio management and integration of tax and accounting input through an affiliated accounting practice; it also states the firm sponsors a wrap fee program. It further notes the firm conducts educational seminars or workshops and may implement strategies using model allocations, third‑party managers or similar execution arrangements.
Several features disclosed in the ADV are atypical for a solo independent adviser: the firm discloses prior disclosure events, sponsors a wrap fee program, and is affiliated with an accounting firm, and it also reports serving institutional clients and offering educational workshops. Taken together, those elements — an accounting affiliation plus wrap‑program sponsorship and institutional work — distinguish the firm from many peers of similar size.
Client services
Expertise
Fee options
Financial plans starting at $1,500
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$250 per hour
Account minimum: $200,000 Fee-only: Hourly fees at $250 per hour; Fixed fees available for financial plans starting at $1,500
Main office
908 W Judge Perez Dr Suite C
Chalmette LA 70043
Advisors at this office
1
Most active in
Louisiana
Also doing business as
David Huff LLC · Dw Huff Advisory
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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