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Stokes O'neal Mcconnell

WS CAPITAL MANAGEMENT, L.P.·DALLAS, Texas
Clean recordWS CAPITAL MANAGEMENT, L.P.
300 CRESCENT COURT, DALLAS, TX 75201CRD# 2912340Firm CRD# 114724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stokes O'neal Mcconnell · DALLAS, TX
Registration
CRD #2912340 · WS CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stokes O'neal Mcconnell is a registered financial advisor based in DALLAS, Texas, affiliated with WS CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WS CAPITAL MANAGEMENT, L.P.
WS CAPITAL MANAGEMENT, L.P.
AUM
$694M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WS CAPITAL MANAGEMENT, L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE BASED ALLOCATION
Regulatory
SEC/IARD CRD# 2912340
Firm CRD# 114724
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stokes O'neal Mcconnell offer?
Stokes O'neal Mcconnell specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Stokes O'neal Mcconnell's credentials?
Stokes O'neal Mcconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stokes O'neal Mcconnell located?
Stokes O'neal Mcconnell is based in DALLAS, Texas, working with WS CAPITAL MANAGEMENT, L.P.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Stokes O'neal Mcconnell charge for services?
Stokes O'neal Mcconnell's firm is compensated through percentage of aum, performance-based fees, other: performance based allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WS CAPITAL MANAGEMENT, L.P.?
WS CAPITAL MANAGEMENT, L.P. has approximately 11 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WS CAPITAL MANAGEMENT, L.P.

Joseph I. Worsham
DALLAS, TX
Kenda Lynn Bevill
DALLAS, TX
Reid Samuel Walker
DALLAS, TX
Dianne Ingels Moss
DALLAS, TX
Patrick P. Walker
DALLAS, TX

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