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Perryman Financial Advisory, Inc.

Perryman Financial Advisory, Inc.. CRD 107653

Perryman Financial Advisory, Inc. logo

CRD: 107653

Perryman Financial Advisory, Inc.

Dallas, TX, 75251
9727704800
billperryman.com
$1.0B Total AUM
$1.0B Disc. AUM
25.3% 3Y CAGR
8 Employees
526 ADV. Clients
31 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
EagleAtlas
Established Date
12-23-1994
Office Locations
3

Office Locations

12221 Merit DR STE 1660 Dallas TX
8604 Greenville Avenue, STE 200 Dallas TX
907 A W. Henderson STE A Cleburne TX

About Perryman Financial Advisory, Inc.

Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving affluent individuals, families, and business owners, focused on helping clients accumulate, preserve, and transfer wealth. Investment implementation skews toward ETFs and public funds, with Charles Schwab as a custodian. Brokerage services are offered through affiliated Perryman Securities (FINRA/SIPC), and the firm highlights CFP Board and FPA member credentials.

Team overview

55 AVG AGE
$170.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
13.2 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
31yrs Firm Age

Insights

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Asset Classes

Delta atlas Optima unison Meridian harbor Unison Vertex

Investment Themes

Frontier unison Meridian

Investment Vehicles

Vertex Capital focus

Platform

Zenith unison Insight ember

Services

Vector ridge Quantum oak Radial Momentum value

Technology

Wave wave Prime eagle

Owner & Executives

WILLIAM DELYN PERRYMAN

WILLIAM DELYN PERRYMAN

Financial Advisor, President, Secretary, TREASURER

CRD
#1222746
Ownership
50% but less than 75%
(319) 630-4003
element.beacon@radialcapital.com
in linkedin.com/in/unison-optima
JAMES STEPHEN PERRYMAN

JAMES STEPHEN PERRYMAN

Chief Compliance Officer, Financial Advisor

CRD
#4499887
Ownership
25% but less than 50%
(756) 255-5668
meridian.quantum@summitcapital.com
in linkedin.com/in/optima-value
C

Crest unison

Frontier vector atlas

CRD
#21279
Ownership
30.5%
(757) 459-4543
zenith.harbor@oakcapital.com
in linkedin.com/in/bridge-pathway

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Contacts

A

AMI BUU BAXTER

Analyst

CRD
#7177635
(814) 297-5590
vital.momentum@focuscapital.com
in linkedin.com/in/pioneer-vector
G

GARY LYHN ESTES

Owner

CRD
#2356142
(604) 920-7039
optima.quantum@momentumcapital.com
in linkedin.com/in/unison-insight
V

Vertex ridge

Signal alpha

CRD
#17451
(667) 871-7779
ember.insight@catalystcapital.com
in linkedin.com/in/optima-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-27-2022
03-07-2023
03-11-2024
03-24-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $1,024,110,000 $1,946,977
Non-Discretionary $0 --
Total $1,024,110,000 $1,946,977

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Separately Managed Accounts

Total SMA Asset: $1,024,110,000

$1.0B Total SMA
Equity - Exchange:
17.3%
Public Funds:
13.4%
Private Funds:
8.5%
Cash:
19.8%
Corporate - Investment Grade:
19.2%
Other:
7.5%
U.S. Government/Agency:
14.3%
Asset class Assets Assets %
Equity - Exchange $1,507,521,884 17.3%
Public Funds $1,167,675,910 13.4%
Private Funds $740,689,943 8.5%
Cash $1,725,371,867 19.8%
Corporate - Investment Grade $1,673,087,871 19.2%
Other $653,549,950 7.5%
U.S. Government/Agency $1,246,101,905 14.3%
Total $8,713,999,330 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ALPHA BEACON EAGLE OAK TLAD6JO9E BDE 10.85% $37,587,486
EAGLE OPTIMA INSIGHT MATRIX 4WWK6IFMC GQY 0.67% $49,157,474
UNISON WAVE INSIGHT SUMMIT TIMBER KTOAVLP7M HZCOP 9.00% $2,989,196
PATHWAY HORIZON PIONEER PEAK FOCUS YTFZEO52J XTU 0.95% $58,307,602
FUSION VECTOR VITAL PATHWAY VECTOR 0YDY5UG2X UQJD 7.84% $102,378,493
OAK OAK LEGACY EAGLE FRONTIER A8TY58XAZ VKVL 1.32% $115,040,463
WAVE VERTEX FRONTIER OPTIMA FOUNDATION A8V56TBM7 SOBNB 2.20% $51,900,848
UNISON ALPHA MERIDIAN PATHWAY WHQO2I22C SWGWR 1.87% $84,302,646

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