Overview
Assets Under Management: $318 million
Headquarters: SOUTHLAKE, TX
High-Net-Worth Clients: 160
Average Client Assets: $1.3 million
Frequently Asked Questions
OPENAIR FINANCIAL, 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 #300362), OPENAIR FINANCIAL, LLC is subject to fiduciary duty under federal law.
OPENAIR FINANCIAL, LLC is headquartered in SOUTHLAKE, TX.
OPENAIR FINANCIAL, LLC serves 160 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, OPENAIR FINANCIAL, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
OPENAIR FINANCIAL, LLC manages $318 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, OPENAIR FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.61%
Average Client Assets: $1.3 million
Total Client Accounts: 1,212
Discretionary Accounts: 1,212
Regulatory Filings
CRD Number: 300362
Filing ID: 2057945
Last Filing Date: 2026-03-24 10:35:40