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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector radialCapital
- Established Date
- 08-11-2022
- Office Locations
- 1
Office Locations
About Decision Tree Advisor
Decision Tree Advisor is a Houston-based financial planning and advisory firm serving retail clients, including entrepreneurs, with goal-based plans designed to simplify complex decisions. The firm supports planning needs spanning tax, estate, insurance, and business-succession considerations, and implements portfolios primarily through public funds and ETFs with an asset-allocation and active-management lens, custodized at Schwab.
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Owner & Executives
DAVID THOMAS BASS
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2959394
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,981,759 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,981,759 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,981,759
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,504,309,529 | 50.3% |
| Equity - Exchange | $1,486,365,479 | 49.7% |
| Total | $2,990,675,008 | 100.0% |