CRD: 169799
Applewhite & Buys Financial Advisors
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-16-2014
- Office Locations
- 1
Office Locations
About Applewhite & Buys Financial Advisors
Applewhite & Buys Financial Advisors is a boutique Dallas-based CPA and investment advisory firm focused on dentists and dental practice owners. The team supports practice acquisitions, sales and partnerships, provides year-round financial planning, and handles tax prep and bookkeeping alongside investment management for retirement and taxable accounts. Custody is through Charles Schwab, with a strong practice-transition specialization.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH PAUL APPLEWHITE
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #5481528
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Timothy Aaron Buys
Advisor
- CRD
- #6709811
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,132,711 | $206,936 |
| Non-Discretionary | $0 | -- |
| Total | $153,132,711 | $206,936 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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