Overview
Assets Under Management: $156 million
Headquarters: CONROE, TX
High-Net-Worth Clients: 40
Average Client Assets: $1.7 million
Frequently Asked Questions
WOOTTON FINANCIAL GROUP 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 #114641), WOOTTON FINANCIAL GROUP INC is subject to fiduciary duty under federal law.
WOOTTON FINANCIAL GROUP INC is headquartered in CONROE, TX.
WOOTTON FINANCIAL GROUP INC serves 40 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, WOOTTON FINANCIAL GROUP INC offers financial planning and portfolio management for individuals. View all service details ↓
WOOTTON FINANCIAL GROUP INC manages $156 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, WOOTTON FINANCIAL GROUP INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.78%
Average Client Assets: $1.7 million
Total Client Accounts: 718
Discretionary Accounts: 718
Regulatory Filings
CRD Number: 114641
Filing ID: 2047254
Last Filing Date: 2026-02-27 15:29:05