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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier eagleCrest
- Established Date
- 05-11-2015
- Office Locations
- 1
Office Locations
About Eubank, Hutson & Associates, LLC
Eubank Hutson & Associates is a Plano, TX registered investment adviser serving retail clients with integrated financial planning and portfolio construction, including tax, estate and college/529 planning and insurance considerations. Portfolios primarily use mutual funds and ETFs with an emphasis on risk management. Custodies with Charles Schwab and publishes firm insights via its blog.
Team overview
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Custodian
Investment Themes
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Services
Technology
Owner & Executives
KEITH DANIEL HUTSON
Associate, Chief Compliance Officer, Managing Partner
- CRD
- #4448756
- Ownership
- 75% or more
JEROD NICHOLAS BROCKELMAN
ADVISOR, Certified Financial Planner, Manager, PARTNER
- CRD
- #6550328
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,678,709 | $245,855 |
| Non-Discretionary | $0 | -- |
| Total | $137,678,709 | $245,855 |
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Separately Managed Accounts
Total SMA Asset: $137,678,709
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,057,365,020 | 27.2% |
| Equity - Exchange | $1,251,733,590 | 32.2% |
| Cash | $1,578,272,786 | 40.6% |
| Total | $3,887,371,396 | 100.0% |