Overview
Assets Under Management: $153 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 55
Average Client Assets: $1.9 million
Frequently Asked Questions
APPLEWHITE & BUYS FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169799), APPLEWHITE & BUYS FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
APPLEWHITE & BUYS FINANCIAL ADVISORS is headquartered in DALLAS, TX.
APPLEWHITE & BUYS FINANCIAL ADVISORS serves 55 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, APPLEWHITE & BUYS FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
APPLEWHITE & BUYS FINANCIAL ADVISORS manages $153 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, APPLEWHITE & BUYS FINANCIAL ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.88%
Average Client Assets: $1.9 million
Total Client Accounts: 740
Discretionary Accounts: 740
Regulatory Filings
CRD Number: 169799
Filing ID: 2067489
Last Filing Date: 2026-03-26 19:12:00