DHK FINANCIAL ADVISORS INC
CRD #106126 SEC #801-44524 PORTSMOUTH, NH 603-436-5801
SEC Registered
Total AUM
$1.7B
Discretionary
$1.4B
Employees
5
Clients
--
Accounts
187
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.4B | $288.9M | 5 | 0 |
| Mar 2024 | $1.5B | $687.3M | $826.8M | 5 | 0 |
| Nov 2023 | $1.3B | $658.3M | $647.4M | 7 | 0 |
| Apr 2023 | $1.3B | $658.3M | $647.4M | 7 | 0 |
| Mar 2023 | $1.3B | $658.3M | $647.4M | 7 | 0 |
| Dec 2022 | $1.6B | $1.3B | $218.1M | 6 | 0 |
| Mar 2022 | $1.6B | $1.3B | $218.1M | 6 | 0 |
| Mar 2021 | $1.5B | $802M | $710.1M | 6 | 0 |
| Jun 2020 | $1.2B | $585.9M | $612.3M | 7 | 0 |
| Mar 2020 | $1.2B | $585.9M | $612.3M | 7 | 0 |
| Aug 2019 | $1B | $459.9M | $578.7M | 7 | 0 |
| Jul 2019 | $1B | $459.9M | $578.7M | 7 | 0 |
| Mar 2019 | $1B | $459.9M | $578.7M | 7 | 0 |
| Mar 2018 | $1.3B | $487.6M | $805.5M | 8 | 0 |
| Mar 2017 | $1.2B | $428.8M | $747M | 8 | 26 |
| Mar 2016 | $1B | $534.7M | $485.4M | 8 | 26 |
| Mar 2016 | $1B | $534.7M | $485.4M | 8 | 26 |
| Jan 2016 | $1B | $358.1M | $665M | 8 | 26 |
| Dec 2015 | $1B | $358.1M | $665M | 7 | 26 |
| Mar 2015 | $1B | $358.1M | $665M | 7 | 26 |
| Mar 2014 | $1.1B | $345.5M | $755.3M | 7 | 26 |
| Mar 2013 | $976.8M | $395.8M | $581M | 7 | 26 |
| Mar 2012 | $873.5M | $239.4M | $634.1M | 6 | 26 |
| Jan 2012 | $745.9M | $188.5M | $557.4M | 6 | 26 |
| Mar 2011 | $830.8M | $241.7M | $589M | 10 | -- |
| Apr 2010 | $867.2M | $385.7M | $481.4M | 5 | -- |
| Mar 2008 | $808.3M | $0 | $808.3M | 5 | -- |
| Mar 2007 | $831.7M | $0 | $831.7M | 5 | -- |
| Feb 2006 | $745.2M | $0 | $745.2M | 5 | -- |
| Sep 2005 | $718M | $0 | $718M | 5 | -- |
| Mar 2004 | $591M | $0 | $591M | 5 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$288.9M
Employees5
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$687.3M
Non-Disc.$826.8M
Employees5
Clients0
DateNov 2023
Total AUM$1.3B
Discretionary$658.3M
Non-Disc.$647.4M
Employees7
Clients0
DateApr 2023
Total AUM$1.3B
Discretionary$658.3M
Non-Disc.$647.4M
Employees7
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$658.3M
Non-Disc.$647.4M
Employees7
Clients0
DateDec 2022
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$218.1M
Employees6
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$218.1M
Employees6
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$802M
Non-Disc.$710.1M
Employees6
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$585.9M
Non-Disc.$612.3M
Employees7
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$585.9M
Non-Disc.$612.3M
Employees7
Clients0
DateAug 2019
Total AUM$1B
Discretionary$459.9M
Non-Disc.$578.7M
Employees7
Clients0
DateJul 2019
Total AUM$1B
Discretionary$459.9M
Non-Disc.$578.7M
Employees7
Clients0
DateMar 2019
Total AUM$1B
Discretionary$459.9M
Non-Disc.$578.7M
Employees7
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$487.6M
Non-Disc.$805.5M
Employees8
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$428.8M
Non-Disc.$747M
Employees8
Clients26
DateMar 2016
Total AUM$1B
Discretionary$534.7M
Non-Disc.$485.4M
Employees8
Clients26
DateMar 2016
Total AUM$1B
Discretionary$534.7M
Non-Disc.$485.4M
Employees8
Clients26
DateJan 2016
Total AUM$1B
Discretionary$358.1M
Non-Disc.$665M
Employees8
Clients26
DateDec 2015
Total AUM$1B
Discretionary$358.1M
Non-Disc.$665M
Employees7
Clients26
DateMar 2015
Total AUM$1B
Discretionary$358.1M
Non-Disc.$665M
Employees7
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$345.5M
Non-Disc.$755.3M
Employees7
Clients26
DateMar 2013
Total AUM$976.8M
Discretionary$395.8M
Non-Disc.$581M
Employees7
Clients26
DateMar 2012
Total AUM$873.5M
Discretionary$239.4M
Non-Disc.$634.1M
Employees6
Clients26
DateJan 2012
Total AUM$745.9M
Discretionary$188.5M
Non-Disc.$557.4M
Employees6
Clients26
DateMar 2011
Total AUM$830.8M
Discretionary$241.7M
Non-Disc.$589M
Employees10
Clients--
DateApr 2010
Total AUM$867.2M
Discretionary$385.7M
Non-Disc.$481.4M
Employees5
Clients--
DateMar 2008
Total AUM$808.3M
Discretionary$0
Non-Disc.$808.3M
Employees5
Clients--
DateMar 2007
Total AUM$831.7M
Discretionary$0
Non-Disc.$831.7M
Employees5
Clients--
DateFeb 2006
Total AUM$745.2M
Discretionary$0
Non-Disc.$745.2M
Employees5
Clients--
DateSep 2005
Total AUM$718M
Discretionary$0
Non-Disc.$718M
Employees5
Clients--
DateMar 2004
Total AUM$591M
Discretionary$0
Non-Disc.$591M
Employees5
Clients--