# DHK FINANCIAL ADVISORS INC

DHK FINANCIAL ADVISORS INC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 106126
- Type: SEC-registered investment adviser
- SEC file number: 801-44524
- Location: 3 GREENLEAF WOODS DRIVE, SUITE 202, PORTSMOUTH, NH, 03801
- Phone: 603-436-5801
- Latest filing: 2025-03-17
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $288.9M
- Clients: 5
- Accounts: 187

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Kelly Morgan | DIRECTOR | Las Vegas, NV |
| Brown Investors David | MANAGING DIRECTOR | Santa Barbara, CA |
| Timothy William Dempsey | PRESIDENT, DIRECTOR & CCO | — |
| Cynthia R Freedman | DIRECTOR OF OPERATIONS | — |
| BROWN JAMES ROBERT | DIRECTOR | — |
| DEMPSEY TIMOTHY WILLIAM | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT, DIRECTOR & CCO | — |
| IANNICELLI NANCY A | CO-OWNER | — |
| KELLY THOMAS MORGAN ESTATE OF | DIRECTOR | — |
| FREEDMAN CYNTHIA R | DIRECTOR OF OPERATIONS | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BOSTON | MA | 1 | 617-410-9188 |
| BOSTON | MA | 1 | 617-410-9188 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106126/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106126/similar
- Related entities: https://search.stillhousedata.com/firm/106126/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106126

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.