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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-15-2025
- Office Locations
- 1
Office Locations
About Folse Financial
Folse Financial is a Texas-registered RIA delivering flat-fee, membership-based financial planning and portfolio management for individuals, families, and business owners. Services include retirement and investment planning, cash-flow analysis, insurance and estate planning reviews, and tax-strategy support, with more advanced planning for complex needs. Clients access plans and ongoing support through a RightCapital client portal.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Cameron Tyler Folse
Chief Compliance Officer, Owner
- CRD
- #7039922
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,426,662 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,426,662 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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