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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-15-2016
- Office Locations
- 2
Office Locations
About Penney Financial
Penney Financial is a Houston-based, fee-only fiduciary RIA offering comprehensive, highly customized financial planning and investment management, with flexible engagements that don’t require ongoing asset management. The firm works with entrepreneurs and other planning-driven clients on tax, estate, and retirement planning alongside diversified allocation portfolios implemented largely with mutual funds and ETFs, custodying with Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CAMERON JOHN PENNEY
Chief Compliance Officer, MANAGING DIRECTOR, Managing Partner
- CRD
- #5781870
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kathryn A Prestwood
Associate Financial Planner
- CRD
- #7331191
Michelle Smith
Financial Professional
- CRD
- #4842501
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,508,319 | $652,706 |
| Non-Discretionary | $0 | -- |
| Total | $303,508,319 | $652,706 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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