Annandale Capital, LLC

RIASEC RegisteredEst. 2005

Total AUM

$1.6B

Discretionary

$1.5B

94% of AUM

Avg account

$7M

Accounts

220

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 136667
Registered since: October 11, 2005
Website: annandalecap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI70.12%
Corporations / Businesses26.28%
Charitable Organizations2.1%
Individuals0.85%
Pension & Profit Sharing Plans0.51%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Annandale Capital, LLC is an independent registered investment adviser formed in 2005 that manages pooled and separate accounts for both individuals and institutions. The firm acts as a capital allocator and provides traditional portfolio management alongside selection of third‑party managers and pension consulting services. Its billing mixes percentage‑of‑AUM fees with fixed and performance‑based arrangements. Annandale is not an active ESG investor and is organized as a limited liability company with domestic ownership. The firm has been recognized in industry lists, including Financial Times’ Top 300 RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2022). Its advisory scope emphasizes discretionary portfolio management for individuals, small businesses, and institutional clients, and it uses third‑party managers as part of its solution set.