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Adam Reese Threadgill

THREADGILL FINANCIAL, LLC·HOUSTON, Texas
Series 65Clean record11 years registeredTHREADGILL FINANCIAL, LLC
8556 KATY FWY, HOUSTON, TX 77024CRD# 6451623Firm CRD# 174865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Reese Threadgill · HOUSTON, TX
Registration
CRD #6451623 · THREADGILL FINANCIAL, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

THREADGILL FINANCIAL, LLC
Feb 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 12, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THREADGILL FINANCIAL, LLC
CRD 174865 · SEC 801-112505
AUM
$325M
Regulatory assets under management
Employees
3
861 client accounts
Services offered by THREADGILL FINANCIAL, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at THREADGILL FINANCIAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Adam Reese Threadgill offer?
Adam Reese Threadgill specializes in Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Adam Reese Threadgill's credentials?
Adam Reese Threadgill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Reese Threadgill located?
Adam Reese Threadgill is based in HOUSTON, Texas, working with THREADGILL FINANCIAL, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Adam Reese Threadgill charge for services?
Adam Reese Threadgill'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 THREADGILL FINANCIAL, LLC?
THREADGILL FINANCIAL, LLC has approximately 3 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THREADGILL FINANCIAL, LLC

Zachary N Threadgill
SPRING, TX
CFP

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