HALCYON GLOBAL ADVISORS

RIASEC RegisteredEst. 2020

Total AUM

$221M

Discretionary

$213M

96% of AUM

Avg account

$493K

Accounts

449

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 170600
Registered since: March 6, 2020
Website: www.halcyonga.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI78.24%
Individuals12.26%
Corporations / Businesses6.78%
Pension & Profit Sharing Plans2.72%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Halcyon Global Advisors is an independent RIA organized as an LLC and registered with the SEC in 2020. The firm serves both individuals/families and institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. It operates under an owner-type classified as individual and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Investment positioning favors equities: the firm shows a clear preference for exchange-traded equities and ETFs as the primary vehicle for client exposure. Halcyon is not an active ESG investor and does not present as a multi-state adviser or pension consultant. It does make use of third-party managers for alternative exposures, with an emphasis on real estate allocations alongside more traditional instruments like mutual funds and annuities.