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SOFTVEST ADVISORS, LLC
SOFTVEST ADVISORS, LLC
SOFTVEST ADVISORS
ABILENE, Texas
·
4 registered advisors
·
CRD# 300084
SEC# 801-114671
2
325-677-6177
01
Firm Overview
AUM
$544M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.
03
Specialties
Retirement Planning
04
Advisors at SOFTVEST ADVISORS, LLC
4 registered advisors
Daniel Gene Mcfarland
ABILENE, Texas
CRD# 7058914
Eric Lee Oliver
ABILENE, Texas
CRD# 1780074
John Michael Daniel
ABILENE, Texas
CRD# 7022160
Kline Daniel Oliver
ABILENE, Texas
CRD# 7022224
05
Office Locations
ABILENE, Texas
4 advisors
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Data sourced from SEC Form ADV filings. SOFTVEST ADVISORS, LLC (CRD# 300084) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.