S
$30.5M Total AUM
$30.0M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-14-2008
- Office Locations
- 1
Office Locations
3450 Eastex Parkway Beaumont TX
About Spindletop Commonwealth Advisors LLC
Spindletop Commonwealth Advisors LLC is a Beaumont-based RIA. The firm has been operating for 18 years. Managing $30.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS.
Team overview
-- AVG AGE
$30.5M AVG AUM / ADVISOR
$825.1K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
D
DANIEL ASHER WEINBAUM
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #733674
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $530,000 | -- |
| Total | $30,530,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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