DPH FINANCIAL

DPH FINANCIAL is an SEC-registered investment adviser (CRD 174893). Regulatory assets under management: $2.8M.

Registration

• CRD: 174893
• Type: Registered investment adviser
• Phone: 713-828-7516
• Latest filing: 2026-05-19
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174893 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search