Sign in Sign up for free

Davis Hamilton Jackson & Associates LP (Houston)


Davis Hamilton Jackson & Associates LP is a large advisory firm based in Houston. It manages $1.96 billion of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 18 other states.

Logo



Davis Hamilton Jackson & Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Davis Hamilton Jackson & Associates: assets under management

The assets under management (AUM) of Davis Hamilton Jackson & Associates LP is $1.96 billion. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.94 billion in discretionary accounts and $21.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.6 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $21.19 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Davis Hamilton Jackson & Associates LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Davis Hamilton Jackson & Associates LP performs its advisory services is located at 5 Houston Center, Houston, TX 77010, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 713-853-2322 or by fax 713-853-2300. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.dhja.com.


Registered investment advisers similar to Davis Hamilton Jackson & Associates LP