Henry Samuel Dreher D/B/A H. S. Dreher Capital Management, LLC (Southern Pines)

Name: Henry Samuel Dreher D/B/A H. S. Dreher Capital Management, LLC
Address: 275 Se Broad Street, Southern Pines, NC, 28387
Telephone: [910] 692-4330

Henry Samuel Dreher D/B/A H. S. Dreher Capital Management, LLC is a large advisory firm based in Southern Pines. It manages $29.64 million of regulatory assets for 69 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Colorado, Connecticut, Florida, and 6 other states.

Henry Samuel Dreher D/B/A H. S. Dreher Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Henry Samuel Dreher D/B/A H. S. Dreher Capital Management: assets under management

The assets under management (AUM) of Henry Samuel Dreher D/B/A H. S. Dreher Capital Management, LLC is $29.64 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $29.47 million in discretionary accounts and $169.84 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $433.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $169.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Henry Samuel Dreher D/B/A H. S. Dreher Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Henry Samuel Dreher D/B/A H. S. Dreher Capital Management, LLC

Henry Samuel Dreher has been acting as President since 1 Jul 1994. Inc. Now joined the executive team most recently as the Majority Owner Of Firm.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Henry Samuel Dreher	President	1 Jul 1994	Other	1029971
Inc. Now	Majority owner of firm	1 Jan 2003	75% - 100%	46-0512235
Thomas Edward Velevis	Co-owner of firm	1 Jan 2003	Other	2369373

Based in Southern Pines

The principal office where Henry Samuel Dreher D/B/A H. S. Dreher Capital Management, LLC performs its advisory services is located at 275 Se Broad Street, Southern Pines, NC 28387, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [910] 692-4330 or by fax [910] 692-4663. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.interestoninterest.net.