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 has been SEC-registered since 2007. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or wealth manager, and ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator. Public filings on record do not enumerate specific advisory lines, fee schedules, or client segments, and the dataset flags the firm as not active in ESG investing. Additional flags show it is not a multi-state adviser, not a pension consultant, and not identified as a related adviser. The record also notes the firm maintains two office locations, but it does not provide geographic addresses or detail about branch activities.

Assets & Accounts

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

Contacts

3 of 4
  • JOHN DOLLISON

    Managing DirectorCRD 5231729

  • RICHARD WILSON

    Managing DirectorCRD 2949518

  • WILLIAM CORNELIUS

    Managing DirectorCRD 6697363

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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