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- Custodian
- First Clearing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 07-05-1989
- Office Locations
- 1
Office Locations
About First Dallas Securities Incorporated
First Dallas Securities (Dallas, TX; founded 1989) is an equity-centric investment manager for retail and institutional clients, focusing primarily on U.S. common stocks while also using bonds and mutual funds. The firm emphasizes the Southwest but sources opportunities nationwide, targeting core growth and emerging companies across high-tech and “old economy” turnarounds. Clients custody through First Clearing and can access positions and research via First Dallas Online.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GARY MACK BRADSHAW
Director, Muni Principal
- CRD
- #1389924
- Ownership
- Less than 5%
CHARMAGNE MARIE DARABADEY
Chief Compliance Officer
- CRD
- #1481560
- Ownership
- Less than 5%
Wave optima
Alpha momentum
- CRD
- #26126
- Ownership
- 10.8%
Showing 2 of 4 owners & executives
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SHAQUITA FAITH BECOTE
Sales Associate
- CRD
- #5334671
LEE QUINCY BRADSHAW
--
- CRD
- #6788372
Bridge eagle
North vector
- CRD
- #19516
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $335,711,026 | $1,262,072 |
| Non-Discretionary | $0 | -- |
| Total | $335,711,026 | $1,262,072 |
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Separately Managed Accounts
Total SMA Asset: $335,711,026
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,618,311,877 | 31.7% |
| Public Funds | $1,807,200,014 | 35.4% |
| Cash | $1,679,572,894 | 32.9% |
| Total | $5,105,084,785 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR DELTA | INSIGHT SUMMIT | 9GF7K0IF4 | VAMRT | 2.47% | $74,503,101 |
| EAGLE ELEMENT FOCUS | UNISON SUMMIT | KTXFRP9AP | QWMS | 6.70% | $71,527,260 |
| GLACIER SUMMIT FOUNDATION | HARBOR CREST | 6JF7JLO9R | KTY | 6.57% | $58,218,223 |
| OAK FOUNDATION BEACON | PRIME VALUE | NG05BY94V | LZJFJ | 9.59% | $51,673,341 |
| MATRIX PEAK ZENITH | PIONEER UNISON | D073204L9 | XSUT | 9.75% | $32,803,274 |
| ELEMENT RADIAL | HARBOR MATRIX | 922N84EJS | OCY | 0.85% | $4,143,347 |
| SUMMIT EAGLE VECTOR | PATHWAY VALUE | PEPWZP6VL | QUEZ | 2.48% | $78,516,798 |
| RIDGE MOMENTUM | RIDGE DELTA | ZUSUQKOIB | ZOZO | 5.41% | $56,805,762 |