$156.0M Total AUM
$124.0M Disc. AUM
-- 3Y CAGR
6 Employees
142 ADV. Clients
3 yrs Firm Age
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- Custodian
- Assetmark · Betterment · Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- FocusRadial +more
- Established Date
- 03-24-2023
- Office Locations
- 1
Office Locations
1204 Bent Oaks Ct. Ste. 120 Denton TX
About DFS Advisory
DFS Advisory is a Denton, Texas–based advisory firm helping individuals and business owners organize and optimize their personal or business finances through a structured planning process. Services center on financial and investment planning and portfolio construction, with asset-allocation portfolios frequently implemented using ETFs. Custody includes Charles Schwab.
Team overview
45 AVG AGE
$52.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.1 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Legacy Vector
Client Personas
Zenith Timber focus
Custodian
Optima Ridge peak Prime crest
Investment Themes
Oak
Investment Vehicles
Alpha Matrix
Platform
Wave
Services
Momentum Meridian momentum Zenith vital Meridian Timber timber Prime signal Signal Meridian beacon
Technology
Value bridge Vital zenith Delta value Alpha
Owner & Executives
J
JOEL TERRELL HAYS
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4609890
- Ownership
- 75% or more
(540) 200-7507
frontier.summit@oakcapital.com
in linkedin.com/in/beacon-delta
Showing 1 of 1 owners & executives
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R
REED LYNN HAYS
--
- CRD
- #8183714
(572) 870-3650
crest.capital@horizoncapital.com
in linkedin.com/in/vector-vital
D
DARRELL MARTIN MITCHELL
Financial Advisor
- CRD
- #6313329
(562) 696-7359
prime.pathway@eaglecapital.com
in linkedin.com/in/insight-legacy
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,000,000 | $984,127 |
| Non-Discretionary | $32,000,000 | $1,280,000 |
| Total | $156,000,000 | $1,033,113 |
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Separately Managed Accounts
Total SMA Asset: $156,000,000
Equity - Exchange:
15.9% Corporate - Investment Grade:
18.7% Corporate - Non-Investment Grade:
11.7% Cash:
8.1% Municipal Bonds:
14.3% Public Funds:
16.5% U.S. Government/Agency:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $841,608,145 | 15.9% |
| Corporate - Investment Grade | $989,815,869 | 18.7% |
| Corporate - Non-Investment Grade | $619,296,560 | 11.7% |
| Cash | $428,743,772 | 8.1% |
| Municipal Bonds | $756,918,017 | 14.3% |
| Public Funds | $873,366,943 | 16.5% |
| U.S. Government/Agency | $783,383,682 | 14.8% |
| Total | $5,293,132,988 | 100.0% |