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Dallas Financial Advisors, LLC

Dallas Financial Advisors, LLC. CRD 328001

Dallas Financial Advisors, LLC logo

CRD: 328001

Dallas Financial Advisors, LLC

Dallas, TX, 75251
2142454572
dallasfinancialadvisors.us
$80.9M Total AUM
$80.9M Disc. AUM
-- 3Y CAGR
4 Employees
124 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail
Platforms
CapitalTimber prime +more
Established Date
10-25-2023
Office Locations
2

Office Locations

7616 LBJ FWY STE 724 Dallas TX
-- Allen TX

About Dallas Financial Advisors, LLC

Dallas Financial Advisors is a Dallas-based RIA serving families and individuals with comprehensive financial planning and investment strategy, including retirement, insurance, education (529) and estate planning. The firm also advises business owners and employers on retirement plan design and succession planning. Securities are offered through LPL Financial, while investment advice is provided by the advisory firm as a separate entity.

Team overview

59 AVG AGE
$20.2M AVG AUM / ADVISOR
$652.4K AVG AUM / CLIENT
2.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Catalyst Vital bridge Bridge matrix

Client Personas

Peak

CRM

Signal Radial value

Custodian

Optima catalyst Wave Catalyst Optima pioneer Summit vector Glacier Meridian momentum

Investment Themes

Zenith Meridian Ridge value Element wave

Investment Vehicles

Atlas wave

Services

Matrix Element vital Timber focus Bridge oak Bridge Pioneer Peak Meridian vector Quantum foundation Bridge Beacon peak

Technology

Radial Oak insight Ridge Unison insight Glacier Frontier ridge

Owner & Executives

D

DONNYE EVANS WINSHIP

Chief Compliance Officer, Owner

CRD
#2846363
Ownership
75% or more
(624) 700-5910
unison.capital@beaconcapital.com
in linkedin.com/in/crest-beacon

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Contacts

M

MARTHA HELEN MCMURTRAY

Wealth Advisor

CRD
#5084407
(203) 720-5080
peak.catalyst@ridgecapital.com
in linkedin.com/in/pioneer-legacy
M

MICHAEL JOHN O'REILLY

Investment Consultant

CRD
#4494825
(903) 546-6743
unison.focus@capitalcapital.com
in linkedin.com/in/legacy-focus
P

Prime legacy

Wave frontier

CRD
#87279
(332) 690-1859
element.radial@summitcapital.com
in linkedin.com/in/peak-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $80,897,469 --
Non-Discretionary $0 --
Total $80,897,469 --

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Separately Managed Accounts

Total SMA Asset: $80,897,469

$80.9M Total SMA
Public Funds:
13.4%
Cash:
9.2%
Derivatives:
9.8%
Corporate - Investment Grade:
16.9%
Equity - Exchange:
16.2%
U.S. Government/Agency:
28.6%
Municipal Bonds:
5.9%
Asset class Assets Assets %
Public Funds $643,345,519 13.4%
Cash $441,699,909 9.2%
Derivatives $470,506,424 9.8%
Corporate - Investment Grade $811,383,528 16.9%
Equity - Exchange $777,775,926 16.2%
U.S. Government/Agency $1,373,110,586 28.6%
Municipal Bonds $283,264,072 5.9%
Total $4,801,085,964 100.0%

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