Overview
Assets Under Management: $138 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 49
Average Client Assets: $1.7 million
Frequently Asked Questions
EUBANK, HUTSON & ASSOCIATES, LLC 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 #226519), EUBANK, HUTSON & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
EUBANK, HUTSON & ASSOCIATES, LLC is headquartered in PLANO, TX.
EUBANK, HUTSON & ASSOCIATES, LLC serves 49 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, EUBANK, HUTSON & ASSOCIATES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
EUBANK, HUTSON & ASSOCIATES, LLC manages $138 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, EUBANK, HUTSON & ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.55%
Average Client Assets: $1.7 million
Total Client Accounts: 560
Discretionary Accounts: 560
Regulatory Filings
CRD Number: 226519
Filing ID: 2051254
Last Filing Date: 2026-02-09 17:18:44