Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
736 clients
Average Client Portfolio
$267K average
Assets Under Management
$196.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1543 Green Oak Place, Suite 100, Kingwood, TX, 77339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ashley works as an Investment Advisor Representative at D.H. Hill Advisors, Inc., dedicating nearly full-time hours to providing advice and managing advisory accounts. She also volunteers on the budget committee for the City of Halsey, spending minimal time on this activity.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
April 2025 - Present · 10 mos
D.H. Hill Securities, LllpBroker
March 2025 - Present · 11 mos
D.H. Hill Securities, Lllp
March 2025 - Present · 11 mos
State Registrations1 state
OR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ashley Raye Lundy - Financial Advisor | TrueAdvisor