CRD: 174865
Threadgill Financial, LLC
$399.4M Total AUM
$399.4M Disc. AUM
-- 3Y CAGR
3 Employees
381 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2015
- Office Locations
- 1
Office Locations
2170 Buckthorne Place Suite 260 THE Woodlands TX
About Threadgill Financial, LLC
Threadgill Financial, LLC is a The Woodlands, TX RIA providing financial and investment planning, portfolio construction, and tax and estate planning support, with insurance and annuity solutions as needed. Portfolios emphasize ETFs alongside U.S. government/agency bonds, reflecting an asset-allocation and risk-management approach. The firm custodies with Charles Schwab.
Team overview
-- AVG AGE
$199.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
11.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
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Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Z
ZACHARY N THREADGILL
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5840092
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
ADAM REESE THREADGILL
Financial Advisor, General Partner
- CRD
- #6451623
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $399,419,091 | $443,306 |
| Non-Discretionary | $0 | -- |
| Total | $399,419,091 | $443,306 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | 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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