COTTONWOOD VENTURES, LLC

COTTONWOOD CAPITAL ADVISORS
IRVING, Texas·3 registered advisors·CRD# 322366
SEC# 801-12747809725734030
01

Firm Overview

AUM
$253M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at COTTONWOOD VENTURES, LLC

3 registered advisors
John William Rubottom
IRVING, Texas
CFP
Kristen Joy Holt
IRVING, Texas
Stephen Barnett Shipley
IRVING, Texas
05

Office Locations

IRVING, Texas
3 advisors

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Data sourced from SEC Form ADV filings. COTTONWOOD VENTURES, LLC (CRD# 322366) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.