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Russell Thomas Gebhard

SOVEREIGN WEALTH ADVISORS LLC·HOUSTON, Texas
Unclaimed Profile
3120 SOUTHWEST FRWY, HOUSTON, TX 77098CRD# 2031101Firm CRD# 188524
01

About

Russell Thomas Gebhard is a registered financial advisor based in HOUSTON, Texas, affiliated with SOVEREIGN WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SOVEREIGN WEALTH ADVISORS LLC
SOVEREIGN WEALTH ADVISORS LLC
AUM
$547M
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at SOVEREIGN WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2031101
Firm CRD# 188524
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Russell Thomas Gebhard offer?
Russell Thomas Gebhard specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Russell Thomas Gebhard's credentials?
Russell Thomas Gebhard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Thomas Gebhard located?
Russell Thomas Gebhard is based in HOUSTON, Texas, working with SOVEREIGN WEALTH ADVISORS LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Russell Thomas Gebhard charge for services?
Russell Thomas Gebhard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOVEREIGN WEALTH ADVISORS LLC?
SOVEREIGN WEALTH ADVISORS LLC has approximately 40 employees and manages $547M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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