A complete list of active advisors currently associated with KDHH Investments LLC

Warmer can help you find a great advisor at KDHH Investments LLC or one who fits your needs even better.

KDHH Investments LLC offers investment advisory and related financial planning services to a small client base of about 25 clients, overseeing roughly $3.5 million in client assets. The firm's brochure indicates it primarily serves high-net-worth individuals and operates a wrap-fee program as part of its service offerings. The firm generally provides advice on a largely non-discretionary basis, leaving trading authority with clients while recommending investment actions and selecting other advisers or sub-advisers for asset management. As sponsor of a wrap-fee program, KDHH combines advisory recommendations with a bundled brokerage and administrative arrangement described in its Form ADV. KDHH is also organized as an accounting firm, a structural feature the brochure highlights and one that can allow integration of tax and accounting considerations into its advisory work. The firm’s small asset base paired with a focus on high-net-worth clients, its role as a wrap-fee sponsor, its practice of selecting other advisers, and its absence of private fund advisory activities together create a business profile that differs from many similarly sized SEC-registered advisory firms.

To learn more about the advisors currently working at KDHH Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.