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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-03-2015
- Office Locations
- 1
Office Locations
About DPH Financial
DPH Financial is a Texas-based wealth management firm providing financial planning with an accountability-partner approach, including retirement, investment, and estate planning. Portfolios emphasize public funds and ETFs, with a focus on asset allocation and risk management. Serves individuals (including business owners) and supports clients with an online learning center; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $145.8K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full DPH Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DEBRA ANN HARTSFIELD
Principal
- CRD
- #2575307
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,770,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,770,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
DPH Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.