DHH Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
DHH Advisors LLC
CRD #169687
SEC #801-80182
CIK #
AUM 324.3 M (2026-03-25)
Employees 3 (100% Investors, 33% Brokers)
Fees
Minimum
Phone609-921-1016
Address601 Ewing Street
Princeton, NJ 08540
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002010201520212027
Fees and Compensation — Form ADV Part 2A (3/25/2026) [Brochure]
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]
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)
Clients208
ServesRetail
Comparable Firms State AUM
Base Wealth Management LLC
FL 326.3 M
Pack Private Wealth LLC
MN 326.2 M
Schuchard Capital Management Inc
325.5 M
Silver Lake Advisory LLC
325.3 M
Treiberg Wealth Management Inc
AZ 325.1 M
Kennicott Capital Management LLC
323.9 M
Smith W B & Co Inc
323.6 M
Aull & Monroe Investment Management Corp
AL 323.2 M
Lauer Capital Management Ltd
SD 322.7 M
Fortune Financial Advisors LLC
KS 322.6 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com