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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-10-2020
- Office Locations
- 1
Office Locations
About Inflection Financial
Inflection Financial is a San Antonio, TX registered investment adviser serving retail and institutional clients with financial planning and discretionary portfolio management, including tax and estate planning, retirement plan consulting, insurance, and business succession support. Portfolios are built largely with public funds and ETFs (mutual funds/ETFs). Custody includes Schwab and Fidelity. The firm is not actively seeking new clients except by exception.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILIP ANDERSON WHITE JR
Chief Compliance Officer, PARTNER
- CRD
- #4593950
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARY JO HASELHORST
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- CRD
- #5393352
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $485,408,656 | $1,973,206 |
| Non-Discretionary | $6,039,028 | $603,903 |
| Total | $491,447,684 | $1,919,718 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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