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| DHH Advisors LLC
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| CRD # | 169687 |
| SEC # | 801-80182 |
| CIK # | |
| AUM | 324.3 M (2026-03-25) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 609-921-1016 |
| Address | 601 Ewing Street Princeton, NJ 08540 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/25/2026) [Brochure] |
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Item 5: Fees and Compensation
The firm offers its services on a flat fee basis, as outlined in the Agreement. The billing frequency will
also be specified in the Agreement, which can be terminated at any time. If the contract is terminated
within five business days of signing the Agreement or as otherwise required by law, a full refund of any
fees paid will be made. The firm's fees differ from client to client and are generally non-negotiable.
Clients may be subject to certain charges imposed by the custodians that hold their assets or that relate
to holdings in a client's account, which are exclusive of and in addition to the fees charged by EKS. Such
charges and fees include custodial fees, transaction fees, charges imposed directly by a mutual fund or
exchange-traded fund ("ETF") in the account, deferred sales charges, wire transfer, and electronic fund
fees. EKS does not receive any portion of these fees. For more information on Brokerage Practices,
please refer to Item 12.
One of EKS's associated persons, Howard Milove, is a registered representative of Purshe Kaplan
Sterling Investments ("PKS"), which is an SEC registered broker-dealer, Member of FINRA and the
Municipal Rulemaking Board. Howard Milove will not accept compensation for the sale of securities or
other investment products to the clients of EKS. Therefore, we do not believe that this arrangement
creates a conflict of interest.
EKS Associates IARD/CRD # 169687
Form ADV Part 2A SEC File # 801-80182
Brochure March 2026 |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/25/2026) [Brochure] |
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Item 7: Types of Clients EKS offers its services to a wide range of clients, including individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. We are committed to providing personalized services that cater to the unique needs and goals of each client. While we do not require a minimum portfolio size, we do require all clients to enter into a formal services Agreement that outlines the specific services to be provided. EKS Associates IARD/CRD # 169687 Form ADV Part 2A SEC File # 801-80182 Brochure March 2026 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 324.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 267 | 324.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 267 | 324.3 |
| Total | 267 | 324.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 324.3 | |
| Total | 267 | 324.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 208 |
| Serves | Retail |
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