Palatine Hill, Llc
- Regulatory AUM
- $296M
- Discretionary
- $294M
- Clients
- 288
- Avg AUM / client
- $1.0M
- Accounts
- 1,426
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 233 | $124M | 41.9% |
| High net worth individuals | 46 | $163M | 55.1% |
| Charitable organizations | Fewer than 5 clients | $451K | 0.15% |
| Corporations and other businesses | 9 | $8.2M | 2.76% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Gdi Services Inc. 401(k) Savings Plan Gdi Services Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Edward Dabrowski | Manager, Cco | Dec 2016 (10y) | 75% or more | |
| Jeff Adron Cheek | Member | Dec 2016 (10y) | 10% – 25% | |
| Lozser, Thomas, Alexander | Trustee | Dec 2016 (10y) | GP / trustee / elected manager of Thomas Lozser Revocable Trust Uad (indirect) | |
| Richard Edward Mida | Registered representative | Mar 2022 (4y) | ||
| Paige Weymouth | Registered representative | CFP | Jul 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Thomas Lozser Revocable Trust Uad | Member | Dec 2016 | A | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gdi Services Inc. 401(k) Savings Plan | Gdi Services Inc. | 8 | $137K | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $294M (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗