Crutchfield Securities, L.L.C.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
142156
Registered since
March 14, 2007

Firm profile

FINTRX

Overview

Crutchfield Securities, L.L.C. is organized as a limited liability company and is classified in the database as an investment bank. The firm is shown as having been SEC-registered in 2007 and is owned by a domestic entity and individual interests. Available metadata indicates the firm does not position itself as a capital allocator, is not active on ESG investing, and does not operate as a multi-state adviser, pension consultant, or related adviser. The public profile contains no detail on advisory services, product shelf, or target client segments, which suggests the firm's primary identity in the record is transaction- or deal-focused rather than as a traditional asset manager running retail or institutional advisory mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Richard Wilson

    Richard Wilson

    CFO and FINOPCRD 2949518

  • William Cornelius

    William Cornelius

    CEO, Chief Compliance OfficerCRD 6697363

Contacts

2 of 2
  • John Dollison

    John Dollison

    Managing DirectorCRD 5231729

  • Thomas Powell

    Thomas Powell

    Senior Vice PresidentCRD 6453195

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
5599 San Felipe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth