COTTONWOOD CAPITAL ADVISORS

RIASEC RegisteredEst. 2023

Total AUM

$347M

Discretionary

$347M

100% of AUM

Avg account

$543K

Accounts

640

Employees

Advisory reps

Firm details

Headquarters: IRVING, Texas
CRD number: 322366
Registered since: March 21, 2023
Website: cottonwoodcapitaladvisors.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI70.8%
Individuals14.38%
Corporations / Businesses8.03%
Pooled Investment Vehicles5.89%
Charitable Organizations0.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cottonwood Capital Advisors is an independent, LLC-structured RIA that registered with the SEC in 2023 and is run by an individual owner. The firm serves both individual/family clients and institutional accounts and operates as a capital allocator, sourcing third-party managers in addition to managing assets directly. Its advisory services include financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and selection of other advisers. Cottonwood also conducts insurance brokerage activity and can charge clients by percentage of AUM, fixed fees, and performance-based fees. The firm is not positioned as an ESG investor and does not report multi-state adviser or pension consulting status.