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Brett Lawson

CIVITAS CAPITAL MANAGEMENT, LLC·DALLAS, Texas
Unclaimed Profile
1601 BRYAN STREET, DALLAS, TX 75201CRD# 6631081Firm CRD# 167469
01

About

Brett Lawson is a registered financial advisor based in DALLAS, Texas, affiliated with CIVITAS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CIVITAS CAPITAL MANAGEMENT, LLC
CIVITAS CAPITAL MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at CIVITAS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADMINISTRATIVE FEE
Regulatory
SEC/IARD CRD# 6631081
Firm CRD# 167469
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Lawson offer?
Brett Lawson specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Brett Lawson's credentials?
Brett Lawson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Lawson located?
Brett Lawson is based in DALLAS, Texas, working with CIVITAS CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Brett Lawson charge for services?
Brett Lawson's firm is compensated through percentage of aum, performance-based fees, other: administrative fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CIVITAS CAPITAL MANAGEMENT, LLC?
CIVITAS CAPITAL MANAGEMENT, LLC has approximately 36 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CIVITAS CAPITAL MANAGEMENT, LLC

David Evan Perel
DALLAS, TX
Kurt Wilkin
DALLAS, TX

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Research
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