S
$54.6M Total AUM
$54.6M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-08-2023
- Office Locations
- 1
Office Locations
-- Ft. Worth TX
About Stroud Investment Consulting
Stroud Investment Consulting is an independent, fiduciary RIA in Fort Worth, TX providing financial advice and financial planning for retail clients, including business owners. The firm focuses on asset allocation implemented primarily with ETFs and mutual funds, and also works with annuities, insurance, and fixed income. Owner-led practice using the Black Diamond platform and custody through Charles Schwab.
Team overview
72 AVG AGE
$54.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RICHARD ALBERT STROUD
Chief Compliance Officer, Financial Advisor, Owner, Vice President
- CRD
- #860168
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,555,441 | $644,945 |
| Non-Discretionary | $0 | -- |
| Total | $54,555,441 | $644,945 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing