AdvisorOS Directory
Claim Profile
AT

Adam Reese Threadgill

THREADGILL FINANCIAL, LLC·HOUSTON, Texas
Unclaimed Profile
8556 KATY FWY, HOUSTON, TX 77024CRD# 6451623Firm CRD# 174865
01

About

Adam Reese Threadgill is a registered financial advisor based in HOUSTON, Texas, affiliated with THREADGILL FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
THREADGILL FINANCIAL, LLC
THREADGILL FINANCIAL, LLC
AUM
$325M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THREADGILL FINANCIAL, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6451623
Firm CRD# 174865
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HOUSTON
Mark Stanley Brooks — NEXT FINANCIAL GROUP, INC.Matthew James Lindholm — CAZ INVESTMENTS L.P.William David Hanna — SAROFIM TRUST COMark Francis Hansen — QUANTLAB CAPITAL MANAGEMENT, LLCSelvaraj Jayaraman — WEALTHCETERA, LLC
Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile