EUBANK, HUTSON & ASSOCIATES, LLC

RIASEC RegisteredEst. 2015
Total AUM
$138M
Discretionary
$138M
100% of AUM
Avg account
$246K
Accounts
560
Employees
2
Advisory reps
2

Firm details

Headquarters
Plano, Texas
CRD number
226519
Registered since
May 11, 2015
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI60.55%
  • Individuals39.45%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Eubank, Hutson & Associates, LLC is an independent registered investment adviser that focuses on serving individual and family clients, with additional portfolio management for small businesses. The firm is owner-operated and has been SEC-registered since 2015. Its advisory model blends ongoing percentage-of-AUM billing with hourly planning charges, reflecting a mix of managed portfolios and standalone financial planning work. Investment activity centers on public funds and mutual funds as the core sleeve of client portfolios, supplemented by corporate debt for fixed-income exposure. The firm uses third‑party managers to access alternative strategies — notably hedge funds, direct real estate and REITs — rather than operating its own pooled funds. Eubank, Hutson & Associates is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 39%, Cash & Cash Equivalents 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities39%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • JEROD BROCKELMAN

    Financial AdvisorCRD 6550328

  • KEITH HUTSON

    Principal & OwnerCRD 4448756

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

FINTRX

Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
5928 W Parker Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth