CIVITAS CAPITAL MANAGEMENT, LLC

DALLAS, Texas·3 registered advisors·CRD# 167469
SEC# 801-107635214.572.2300
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
36
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: ADMINISTRATIVE FEE
03

Specialties

Retirement Planning
04

Advisors at CIVITAS CAPITAL MANAGEMENT, LLC

3 registered advisors
Brett Lawson
DALLAS, Texas
David Evan Perel
DALLAS, Texas
Kurt Wilkin
DALLAS, Texas
05

Office Locations

DALLAS, Texas
3 advisors

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Data sourced from SEC Form ADV filings. CIVITAS CAPITAL MANAGEMENT, LLC (CRD# 167469) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.