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DHJJ FINANCIAL ADVISORS
Legal name: DHJJ FINANCIAL ADVISORS, LTD.
CRD 107034File 801-42639
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$623.4M
Above cohort median (national)
Discretionary AUM
$598.4M
Non-discretionary $25.0M
Clients
431
1,413 accounts
Employees
11
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 13, 1992
- Principal office
- 184 SHUMAN BOULEVARD, SUITE 200, NAPERVILLE, IL, 60563
- Phone
- 630-420-1360
- Website
- HTTPS://X.COM/DHJJWEALTH
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $623.4M
- Discretionary AUM
- $598.4M
- Non-discretionary AUM
- $25.0M
- Discretionary accounts
- 1,349
- Non-discretionary accounts
- 64
- Total accounts
- 1,413
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.9M |
| High net worth individuals | 216 | $543.9M |
| Pension and profit sharing plans | 32 | $34.1M |
| Individuals (other than high net worth individuals) | 183 | $42.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

