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John Thornton Cooley

LACERTE CAPITAL ADVISERS, LLC·DALLAS, Texas
Clean recordLACERTE CAPITAL ADVISERS, LLC
2811 MCKINNEY AVENUE, DALLAS, TX 75204CRD# 5177994Firm CRD# 144945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Thornton Cooley · DALLAS, TX
Registration
CRD #5177994 · LACERTE CAPITAL ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Thornton Cooley is a registered financial advisor based in DALLAS, Texas, affiliated with LACERTE CAPITAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
LACERTE CAPITAL ADVISERS, LLC
LACERTE CAPITAL ADVISERS, LLC
AUM
$5M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LACERTE CAPITAL ADVISERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5177994
Firm CRD# 144945
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Thornton Cooley offer?
John Thornton Cooley specializes in Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are John Thornton Cooley's credentials?
John Thornton Cooley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Thornton Cooley located?
John Thornton Cooley is based in DALLAS, Texas, working with LACERTE CAPITAL ADVISERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does John Thornton Cooley charge for services?
John Thornton Cooley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LACERTE CAPITAL ADVISERS, LLC?
LACERTE CAPITAL ADVISERS, LLC has approximately 3 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey Michael Beamer
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Douglas Lawrence Wynn
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