EUBANK, HUTSON & ASSOCIATES, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 226519
- Registered since
- May 11, 2015
- Website
- www.eubankhutson.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities39%
- Cash & Cash Equivalents1%
Contacts
2 of 2JEROD BROCKELMAN
Financial AdvisorCRD 6550328
KEITH HUTSON
Principal & OwnerCRD 4448756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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