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 a limited liability company that has been SEC-registered since 2007 and is classified as an investment bank. Ownership is listed as a domestic entity and individuals rather than a large institutional parent. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. The source material for this profile does not include descriptions of the firm’s advisory or transactional business lines, client types, fee schedule, or specific activities and affiliations. It is also noted as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm operates from two locations, but the brief data provided does not include office addresses or additional operational detail.

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