D
DH Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,428,014
Total clients
23
48% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average 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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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