Overview
Assets Under Management: $376 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 141
Average Client Assets: $2 million
Frequently Asked Questions
THREADGILL 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 #174865), THREADGILL FINANCIAL, LLC is subject to fiduciary duty under federal law.
THREADGILL FINANCIAL, LLC is headquartered in THE WOODLANDS, TX.
THREADGILL FINANCIAL, LLC serves 141 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, THREADGILL FINANCIAL, LLC offers portfolio management for individuals. View all service details ↓
THREADGILL FINANCIAL, LLC manages $376 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, THREADGILL FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.66
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 870
Discretionary Accounts: 870
Regulatory Filings
CRD Number: 174865
Last Filing Date: 2025-02-18 00:00:00
Website: https://threadgillfinancial.com