$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life · LPL Financial
- Clients
- Retail
- Platforms
- MeridianAtlas vertex +more
- Established Date
- 04-04-2025
- Office Locations
- 1
Office Locations
-- Lindale TX
About Earls Financial
Earls Financial is a Lindale-based RIA. The firm has been operating for 1 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$585.6K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Focus Pioneer
Client Personas
Delta vertex Vital
Custodian
Quantum Beacon
Investment Themes
Foundation optima Alpha Pioneer
Investment Vehicles
Alpha unison
Services
Vector Zenith Delta Frontier quantum Capital element Crest north Optima
Technology
Momentum pioneer Signal pathway Foundation fusion Zenith vector
Owner & Executives
BENJAMIN GORDON EARLS
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #6892679
- Ownership
- 75% or more
(394) 222-2566
focus.vertex@primecapital.com
in linkedin.com/in/element-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,008,111 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,008,111 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,008,111
Equity - Exchange:
30.6% Public Funds:
23.6% Cash:
16.8% Equity - OTC:
13.5% Other:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,336,772,145 | 30.6% |
| Public Funds | $1,802,216,426 | 23.6% |
| Cash | $1,282,933,727 | 16.8% |
| Equity - OTC | $1,030,928,888 | 13.5% |
| Other | $1,183,659,092 | 15.5% |
| Total | $7,636,510,278 | 100.0% |