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 organized as an LLC and operating since 2015. The firm focuses on individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fees are charged as a percentage of assets under management and on an hourly basis. The firm is not positioned as an ESG-focused adviser, does not identify as a multi-state or pension consultant adviser, and is owned by an individual rather than a corporate parent.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Jerod 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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