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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-20-2014
- Office Locations
- 1
Office Locations
About Halcyon Global Advisors
Halcyon Global Advisors is a boutique, family office-style RIA in Dallas providing personalized financial planning-led wealth management and customized portfolio management for business owners, professionals, and families. The team integrates estate, tax, risk, retirement, education, charitable, and asset-protection planning, coordinating with outside tax and estate specialists as needed. Portfolios are built primarily with ETFs and U.S. government/agency bonds; custody includes Schwab.
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
JEFFREY WARREN PARKHURST
Chief Compliance Officer, President
- CRD
- #2244855
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,778,005 | $586,165 |
| Non-Discretionary | $8,521,411 | $99,086 |
| Total | $221,299,416 | $492,872 |
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Separately Managed Accounts
Total SMA Asset: $221,299,416
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $202,287,026 | 31.6% |
| U.S. Government/Agency | $69,136,072 | 10.8% |
| Public Funds | $203,567,324 | 31.8% |
| Equity - OTC | $46,090,715 | 7.2% |
| Cash | $119,067,680 | 18.6% |
| Total | $640,148,817 | 100.0% |