Lampados Financial Group, LLC
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 315375
- Website
- lampadosfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lampados Financial Group, LLC is an individual‑owned advisory firm structured as an LLC that focuses on fee‑based financial planning and portfolio oversight for individuals and small businesses. Its advisory offering centers on hourly and fixed‑fee engagements rather than asset‑based billing, with client education and workshops listed as a regular part of its client service mix. The firm does not identify as a capital allocator and does not represent itself as an active ESG investor. From the stated activities, Lampados appears oriented toward planning and consultative portfolio management rather than running large discretionary fund platforms.
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
Contacts
1 of 1
Chukwudi Uraih
Data ScientistCRD 7401386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 5049 Edwards Ranch Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Dean, Jacobson Financial Services
RIAFort Worth, TX
First Command Advisory Services
RIAFort Worth, TX
Rogers Wealth Group, Inc.
RIAFort Worth, TX
Diesslin Group, Inc.
RIAFort Worth, TX
Cumbie Advisory Services, Inc
RIAFort Worth, TX
Aspen Wealth Management, LLC
RIAFort Worth, TX