Fee-only adviser · Palo Alto, CA
H&H International Investment, LLC
H&H International Investment, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Palo Alto, California. On its latest Form ADV, filed September 17, 2026, it reports $25.5B in regulatory assets under management and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 292451 · SEC file 801-112873 |
| Office | 2479 E Bayshore RD #120 Palo Alto, CA 94303 |
| Phone | (650) 319-6832 |
| Website | Not listed |
| Regulatory assets under management | $25.5B |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Palo Alto
- Rebalance LLC $1.9B
- Sand Hill Global Advisors, LLC $4.4B
- Red Crane Wealth Management, LLC $152M
- Frank, Rimerman Advisors LLC $3.4B
- Radiant Wealth Planning $15M
- Meyers Wealth Management $96M
See all 18 fee-only advisers in Palo Alto →
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