RIA Intel›Advisers›New Hampshire›DHK FINANCIAL ADVISORS INC

DHK FINANCIAL ADVISORS INC

Advisory

N·PORTSMOUTH, NH

Data as of Mar 21, 2024 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+16.0%

3-Year CAGR

+0.0%

Employees

2

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.4B

Non-Discretionary AUM$289M

Discretionary %82.8%

Total Clients66

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingFeb 15, 2001

Latest FilingMar 21, 2024

🔒 Full AUM trend chart and 36 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DHK FINANCIAL ADVISORS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.