CSR CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
335906
Registered since
May 20, 2025

Firm profile

FINTRX

Overview

CSR Capital is organized as a limited liability company and is registered with the SEC as of 2025. The firm is owned by an individual and is categorized as unclassified in the dataset. Its regulatory profile notes it is not a multi-state adviser, not an active ESG investor, and is not identified as a capital allocator or pension consultant. The firm's documented activity centers on sponsoring and managing pooled investment vehicles: it is listed as an investment adviser and sponsor, and as a general partner and managing member of pooled funds. Those attributes indicate CSR Capital operates primarily as a fund manager rather than a traditional advisory platform serving retail or wrap-fee clients.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Louise Dietz

    Chief Financial Officer and Chief Operating OfficerCRD 8074888

Contacts

3 of 3
  • Bryan Loewen

    Founder & Managing PartnerCRD 8074882

  • Jay Raymond

    Managing PartnerCRD 8074884

  • COREY WELP

    Managing Partner & Co-FounderCRD 2438703

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
8333 Douglas Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth