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11 Financial

11 Financial. CRD 174569

11 Financial logo

CRD: 174569

11 Financial

Lufkin, TX, 75901
9368995629
choose11.com
$36.8M Total AUM
$36.7M Disc. AUM
-- 3Y CAGR
6 Employees
133 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Betterment · Charles Schwab & Company · LPL Financial
Clients
Retail and Institutional
Platforms
AtlasPrime
Established Date
02-11-2015
Office Locations
5

Office Locations

504 S First St. Lufkin TX
-- Birmingham AL
-- Gretna VA

About 11 Financial

11 Financial is a fee-only, fiduciary wealth management firm focused on helping individuals and families align their financial plan with faith and family priorities. The team provides personalized financial planning and portfolio management, and works with clients such as entrepreneurs. Listed with NAPFA and Kingdom Advisor networks and maintains custodian relationships including Charles Schwab.

Team overview

34 AVG AGE
$6.1M AVG AUM / ADVISOR
$276.8K AVG AUM / CLIENT
1.3 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Prime Atlas Timber Delta Eagle value Unison Summit

Client Personas

Optima harbor

Custodian

Catalyst summit Prime meridian Insight Vertex eagle Beacon Pioneer

Investment Themes

Pioneer Atlas radial Legacy Alpha unison

Investment Vehicles

Crest Vital matrix

Platform

Prime

Services

Delta Foundation beacon Value north Wave Pioneer Ridge bridge Crest value Signal timber Optima vertex Legacy

Technology

Vital Crest

Owner & Executives

TAYLOR J KOVAR

TAYLOR J KOVAR

Chief Compliance Officer, Chief Executive Officer

CRD
#6112979
Ownership
75% or more
(984) 690-5074
focus.insight@zenithcapital.com
in linkedin.com/in/vital-frontier
Claudia Valladares

Claudia Valladares

CHIEF OPERATING OFFICER

CRD
#7028138
Ownership
Less than 5%
(916) 722-2282
crest.bridge@timbercapital.com
in linkedin.com/in/horizon-meridian

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Contacts

J

JOSEPH JEROME CEASAR

--

CRD
#4710017
(919) 930-7579
optima.crest@zenithcapital.com
in linkedin.com/in/prime-signal
A

Ashley W Owens

--

CRD
#5993709
(441) 879-1263
radial.capital@ridgecapital.com
in linkedin.com/in/beacon-focus
O

Oak prime

Vital wave

CRD
#45275
(723) 928-1735
zenith.beacon@vectorcapital.com
in linkedin.com/in/legacy-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-11-2023
12-16-2024
05-01-2025
Category Assets AVG. Account size
Discretionary $36,730,251 $137,424
Non-Discretionary $83,708 $102,437
Total $36,813,959 $137,224

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Separately Managed Accounts

Total SMA Asset: $36,813,959

$36.8M Total SMA
Equity - Exchange:
19.3%
Cash:
15.1%
Corporate - Investment Grade:
28.8%
Public Funds:
19.3%
Municipal Bonds:
17.5%
Asset class Assets Assets %
Equity - Exchange $958,240,282 19.3%
Cash $749,711,309 15.1%
Corporate - Investment Grade $1,429,912,960 28.8%
Public Funds $958,240,282 19.3%
Municipal Bonds $868,870,721 17.5%
Total $4,964,975,554 100.0%

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