$294.0M Total AUM
$294.0M Disc. AUM
-- 3Y CAGR
7 Employees
331 ADV. Clients
0 yrs Firm Age
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-16-2026
- Office Locations
- 1
Office Locations
455 E Medical Center Blvd Suite 115 Webster TX
About MDT Financial Advisors, LLC
MDT Financial Advisors, LLC is a Webster-based RIA. The firm has been operating for 0 years. Managing $294.0M in total assets under management, with 5 advisory representatives. They custody assets with First Clearing and Trade-PMR.
Team overview
58 AVG AGE
$58.8M AVG AUM / ADVISOR
$888.3K AVG AUM / CLIENT
0.2 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
LARRY WAYNE DENSON
Managing Partner
- CRD
- #2948365
- Ownership
- 50% but less than 75%
Available
Available
Available
CHAD EVERETT TAYLOR
Managing Partner
- CRD
- #2695584
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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MORGAN ELIZABETH ARRIAGA
Client Associate
- CRD
- #8071492
Available
Available
Available
DANTE MILANESI
Financial Advisor
- CRD
- #6900151
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,032,544 | $456,572 |
| Non-Discretionary | $0 | -- |
| Total | $294,032,544 | $456,572 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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