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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 08-10-2011
- Office Locations
- 1
Office Locations
About Larson Financial Advisors
Larson Financial Advisors is an independent, fiduciary RIA in Cedar Park, TX providing wealth management and personalized retirement planning for professionals, business owners, retirees, and families. Portfolios are built to client risk tolerance and time horizon, using public funds and ETFs, without proprietary product constraints. Led by Craig Larson (30+ years experience) and serving clients across 15 states; Schwab is a primary custodian.
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Owner & Executives
CRAIG CARLYLE LARSON
Advisor, Chief Compliance Officer, President
- CRD
- #2026803
- Ownership
- 75% or more
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Justin Derek Garcia
--
- CRD
- #8274880
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,009,796 | -- |
| Non-Discretionary | $12,114,694 | -- |
| Total | $105,124,490 | -- |
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Separately Managed Accounts
Total SMA Asset: $105,124,490
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,742,862,036 | 29.9% |
| Equity - Exchange | $1,812,809,676 | 31.1% |
| Cash | $1,748,691,006 | 30.0% |
| Private Funds | $524,607,301 | 9.0% |
| Total | $5,828,970,019 | 100.0% |