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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-25-2023
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 124 clients, or 31 clients per representative. That equates to $652.4K in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dallas Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DONNYE EVANS WINSHIP
Chief Compliance Officer, Owner
- CRD
- #2846363
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARTHA HELEN MCMURTRAY
Wealth Advisor
- CRD
- #5084407
MICHAEL JOHN O'REILLY
Investment Consultant
- CRD
- #4494825
Showing 2 of 4 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Dallas Financial Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.