RIA IntelAdvisersTexasDH ASSET MANAGEMENT, LLC

DH ASSET MANAGEMENT, LLC

Advisory

TX

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in TX
#1,901
of 2,813 advisers by AUM
Average account
$810K
across 45 accounts
AUM per adviser
$36M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$36M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$36M
Discretionary AUM$36M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

MATT MONTGOMERY
JACKSONVILLE, TX
$36M
SAHNI, INC.
$36M
TRUGENT CAPITAL, L.P.
FORT WORTH, TX
$36M
-57.9% 1Y
THE ASPEN EQUITY GROUP, INC.
WACO, TX
$37M
CABANA ADVISORS, LLC
PLANO, TX
$36M
-69.9% 1Y
K-WM LLC
LUFKIN, TX
$37M
+7.5% 1Y

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