$623.4M Total AUM
$598.4M Disc. AUM
8.0% 3Y CAGR
11 Employees
436 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon crestFoundation
- Established Date
- 11-13-1992
- Office Locations
- 2
Office Locations
184 Shuman Boulevard Suite 200 Naperville IL
2560 Foxfield Rd. Suite 300 St. Charles IL
About Dhjj Financial Advisors
Dhjj Financial Advisors is a Naperville-based RIA with 2 offices. The firm has been operating for 33 years. Managing $623.4M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
48 AVG AGE
$77.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.8 yrs AVG TENURE
11 Employees
8 Advisory Reps
7 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Signal pioneer Timber Eagle Unison prime Vector
Client Personas
Frontier Atlas north
Custodian
Element ridge Foundation Ember Harbor pathway Pathway Capital
Fund Managers
North fusion
Investment Themes
Ember Vertex Frontier peak
Investment Vehicles
Quantum horizon Beacon
Services
Quantum wave Beacon Oak timber Atlas capital Insight Horizon horizon Unison Value ridge Element focus Signal oak Vital Atlas
Technology
Foundation Meridian
Owner & Executives
EDWIN JAMES BROOKS
Principal
- CRD
- --
- Ownership
- 10% but less than 25%
(241) 465-1876
pioneer.summit@deltacapital.com
in linkedin.com/in/catalyst-crest
KATHERINE THERESA BYRNE
Principal and Financial Advisor
- CRD
- #6606061
- Ownership
- 10% but less than 25%
(731) 972-2274
horizon.capital@zenithcapital.com
in linkedin.com/in/delta-signal
V
Value ember
Eagle ridge oak
- CRD
- #99171
- Ownership
- 27.9%
(434) 555-2443
wave.value@primecapital.com
in linkedin.com/in/value-optima
Showing 2 of 10 owners & executives
Unlock allContacts
Dana Michael Anderson
Senior Associate
- CRD
- #8125134
(576) 512-2920
summit.capital@radialcapital.com
in linkedin.com/in/meridian-unison
SUZANNE MARIE LOCKWOODFISHER
Administrator
- CRD
- #2189281
(482) 496-1396
harbor.harbor@atlascapital.com
in linkedin.com/in/momentum-horizon
C
Capital vital
Matrix value focus
- CRD
- #44865
(771) 398-4785
signal.zenith@embercapital.com
in linkedin.com/in/atlas-ember
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $598,444,466 | $443,621 |
| Non-Discretionary | $24,989,400 | $390,459 |
| Total | $623,433,866 | $441,213 |
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Separately Managed Accounts
Total SMA Asset: $623,433,866
Public Funds:
22.0% Equity - Exchange:
9.3% Cash:
29.4% Other:
15.4% U.S. Government/Agency:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $580,426,179 | 22.0% |
| Equity - Exchange | $245,361,976 | 9.3% |
| Cash | $775,660,439 | 29.4% |
| Other | $406,298,325 | 15.4% |
| U.S. Government/Agency | $630,553,893 | 23.9% |
| Total | $2,638,300,812 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX PEAK MOMENTUM | FOCUS RIDGE | KSK3GQ78X | NHA | 9.92% | $75,869,126 |
| FRONTIER SUMMIT | LEGACY EAGLE | VBFUQMX28 | SDFGU | 0.79% | $68,056,131 |
| SIGNAL ELEMENT QUANTUM | DELTA UNISON | 93FVFILJ1 | ZHK | 5.94% | $117,890,537 |
| CAPITAL NORTH | RADIAL ALPHA | DSVUQ7O5C | XTGOI | 11.87% | $27,784,844 |
| ZENITH ZENITH VITAL | MATRIX VALUE | UBZEAQ9BQ | ZIO | 9.58% | $36,407,226 |
| MERIDIAN BEACON | ATLAS OAK | OH7CLKMOA | QWPY | 6.61% | $108,669,928 |
| CATALYST NORTH | HORIZON MOMENTUM | 5ICPIZVDY | OGTX | 3.16% | $44,874,526 |
| FOUNDATION MERIDIAN | LEGACY ZENITH | 2PHS2VC0A | LPCZ | 6.84% | $57,645,217 |