Overview
Assets Under Management: $210 million
Headquarters: MCKINNEY, TX
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Frequently Asked Questions
SUCCESSION FINANCIAL, INC 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 #336434), SUCCESSION FINANCIAL, INC is subject to fiduciary duty under federal law.
SUCCESSION FINANCIAL, INC is headquartered in MCKINNEY, TX.
SUCCESSION FINANCIAL, INC serves 62 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, SUCCESSION FINANCIAL, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SUCCESSION FINANCIAL, INC manages $210 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, SUCCESSION FINANCIAL, INC 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 174
Discretionary Accounts: 174
Regulatory Filings
CRD Number: 336434
Filing ID: 2047351
Last Filing Date: 2026-02-05 16:01:07