CRD: 282950
Southwestern Advisory Group LLC
$39.4M Total AUM
$39.4M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-09-2016
- Office Locations
- 1
Office Locations
105 East Road Stephenville TX
About Southwestern Advisory Group LLC
Southwestern Advisory Group is a Stephenville, TX-based, fee-only fiduciary serving households and entrepreneurs with goal-based financial planning (budgeting through tax and estate planning) plus investment and insurance guidance. The practice emphasizes retirement planning and primarily implements portfolios using ETFs, with some municipal bond exposure, custodied at firms such as Schwab.
Team overview
38 AVG AGE
$39.4M AVG AUM / ADVISOR
$504.5K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
COLE GILLIAM PARKS
Chief Compliance Officer, Owner, President
- CRD
- #4941163
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,350,000 | $333,333 |
| Non-Discretionary | $0 | -- |
| Total | $39,350,000 | $333,333 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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