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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- CrestEmber
- Established Date
- 03-08-2024
- Office Locations
- 2
Office Locations
About Fireside Capital Advisors
Fireside Capital Advisors is an independent SEC-registered RIA in Dallas providing financial planning and multi-generational wealth management for individuals (from young professionals to retirees) and institutional investment management for nonprofits and foundations. The firm emphasizes disciplined, fiduciary advice free of commissions and implements portfolios primarily with ETFs and mutual funds, with Schwab custody/onboarding support.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
TIMOTHY LAWRENCE DWIGHT
Chief Compliance Officer, President, Principal
- CRD
- #4442064
- Ownership
- 50% but less than 75%
Rebecca J Wynne
Chief Operating Officer
- CRD
- #7925667
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
JOSEPH STEPHEN PENNER JR.
--
- CRD
- #4373106
JORDAN TAYLOR YOUNG
--
- CRD
- #6385640
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,555,572 | $540,081 |
| Non-Discretionary | $0 | -- |
| Total | $236,555,572 | $540,081 |
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Separately Managed Accounts
Total SMA Asset: $236,555,572
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $160,611,884 | 36.8% |
| Public Funds | $53,246,331 | 12.2% |
| Cash | $49,318,323 | 11.3% |
| U.S. Government/Agency | $173,268,800 | 39.7% |
| Total | $436,445,338 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK MATRIX | PATHWAY HORIZON | Z5TQTGRWJ | LAP | 4.18% | $53,425,083 |
| FRONTIER HARBOR | FRONTIER VECTOR | 7DRXVRAH2 | NLVFN | 1.71% | $39,284,735 |
| CREST EAGLE | CREST INSIGHT | 90YIX163Q | YVV | 12.32% | $51,024,825 |
| FRONTIER DELTA RADIAL | PRIME CAPITAL | FM4CFZZ5Q | ZTZE | 3.47% | $56,401,230 |
| BRIDGE FUSION | PATHWAY SIGNAL | MXRYOHJ1C | OEOVF | 4.78% | $31,603,309 |
| EMBER VECTOR | MATRIX FUSION | E5XJPT8YJ | ZPF | 10.92% | $109,176,112 |
| PEAK SIGNAL | FOUNDATION PEAK | 59JAVU7FG | WIGD | 10.50% | $107,428,789 |
| BRIDGE ZENITH FRONTIER | VALUE CREST | MEH2P2NFD | VOVRV | 6.25% | $102,353,662 |