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 registered with the SEC since 2007. Regulatory and snapshot data classify the firm as an investment bank rather than a traditional asset manager. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. These attributes suggest the firm's primary activities center on investment-banking or broker-dealer functions rather than discretionary portfolio management for retail or institutional advisory clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • John Dollison

    John Dollison

    Managing DirectorCRD 5231729

  • Richard Wilson

    Richard Wilson

    Managing DirectorCRD 2949518

  • William Cornelius

    William Cornelius

    Managing DirectorCRD 6697363

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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