D
CRD: 300698
DH Asset Management, LLC
Parker, TX
5127711314
$36.4M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2019
- Office Locations
- 1
Office Locations
-- Parker TX
About DH Asset Management, LLC
DH Asset Management, LLC is a Parker-based RIA. The firm has been operating for 7 years. Managing $36.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS. Services offered include Asset Management, Business Succession, Portfolio Construction.
Team overview
-- AVG AGE
$36.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Atlas Crest
Investment Themes
Element
Investment Vehicles
Pathway
Services
Vector Ember Frontier
Owner & Executives
D
DANIEL PEYTON HARVEY
President
- CRD
- #4700984
- Ownership
- 75% or more
(599) 241-7938
foundation.insight@vitalcapital.com
in linkedin.com/in/vertex-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,428,014 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,428,014 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,428,014
Public Funds:
18.7% U.S. Government/Agency:
50.9% Cash:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,001,312,284 | 18.7% |
| U.S. Government/Agency | $2,725,497,071 | 50.9% |
| Cash | $1,627,801,787 | 30.4% |
| Total | $5,354,611,142 | 100.0% |