# EKS Associates

> EKS Associates is an SEC-registered investment advisory firm in Princeton, NJ, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 169687
- Filed as: EKS ASSOCIATES
- Legal name: DHH Advisors, LLC
- Also doing business as: EKS ASSOCIATES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169687
- AdvisorCensus page: https://advisorcensus.com/firm/eks-associates-princeton-nj-169687

## Quick answers

**How is EKS Associates compensated?**
On its Form ADV (Item 5.E, October 2026), EKS Associates reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is EKS Associates located?**
EKS Associates' principal office is in Princeton, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is EKS Associates registered with the SEC or a state?**
EKS Associates is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169687.

**How much does EKS Associates manage?**
EKS Associates reports $324,280,466 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary).

**How have EKS Associates' assets and staff changed since 2021?**
In the Form ADV data for EKS Associates: Regulatory assets under management: $218,328,488 in the October 2021 data and $324,280,466 in the October 2026 data, up 49%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does EKS Associates serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48).

**Which custodians does EKS Associates use?**
EKS Associates' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does EKS Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169687

**Does EKS Associates state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Our investment advisory services do not require a minimum account balance." "While we do not require a minimum portfolio size, we do require all clients to enter into a formal services Agreement that outlines the specific services to be provided."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> Our investment advisory services do not require a minimum account balance.

> While we do not require a minimum portfolio size, we do require all clients to enter into a formal services Agreement that outlines the specific services to be provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $324,280,466
- Discretionary: $0
- Non-discretionary: $324,280,466

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 48 | $324,280,466 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- East Hanover, NJ

### Websites listed on Form ADV (Item 1.I)
- eksassociates.com
- yelp.com/biz/eks-associates-princeton
- LinkedIn @eks-associates

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $218,328,488 | 5 | March 26, 2021 |
| October 2022 | $234,462,987 | 5 | March 30, 2022 |
| October 2023 | $278,761,107 | 5 | March 29, 2023 |
| October 2024 | $254,537,637 | 3 | March 27, 2024 |
| October 2025 | $300,381,294 | 3 | March 31, 2025 |
| October 2026 | $324,280,466 | 3 | March 25, 2026 |

Regulatory assets under management: $218,328,488 in the October 2021 data and $324,280,466 in the October 2026 data, up 49%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EKS Associates (CRD 169687): Form ADV filing data as of October 2026.