Gaddis Premier Wealth Advisors LLC

RIASEC Registered
Total AUM
$369M
Discretionary
$369M
100% of AUM
Avg account
$171K
Accounts
2,155
Employees
16
Advisory reps
9

Firm details

Headquarters
Durant, Oklahoma
CRD number
317837
Registered since
May 31, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.65%
  • Individuals49.27%
  • Charitable Organizations0.08%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gaddis Premier Wealth Advisors LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year: 2022) and positions itself as a capital allocator for both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee arrangements, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 11%, Cash & Cash Equivalents 8%, Other 1%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents8%
  • Other1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 79

Active vs passive

$200M in ETFs

Passive

48%

$96M

Active

34%

$104M

ETFProviderStyleCategoryValueShares% of portfolio
T ROWE PRICE DIVIDEND GROWTH ETF (TDVG)T. Rowe PriceActiveLarge Blend$14.8M307,5407.40%

Location

Primary office

Durant, OK

Bryan

Location

Durant, OK

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Bryan
Address
202 W Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth