Nobles & Richards Advisors, LLC

RIASEC Registered
Total AUM
$35.4M
Discretionary
$1M
3% of AUM
Avg account
$274K
Accounts
129
Employees
3
Advisory reps
8

Firm details

Headquarters
Plano, Texas
CRD number
281539
Custodians
ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types
  • Individuals61.8%
  • HNWI35.38%
  • Charitable Organizations2.83%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nobles & Richards Advisors, LLC is a privately held advisory firm that serves individuals and families with financial planning and portfolio management. The firm offers a mix of billing arrangements — percentage of assets under management, hourly fees, fixed fees, commissions and other fee types — and provides both discretionary and non-discretionary portfolio services for individuals, small businesses and institutional/business clients. It does not present itself as a capital allocator and is not identified as an active ESG investor. Regulatory/industry affiliations include relationships with a broker-dealer and an insurance company.

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: Exchange Traded Equities 50%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 25%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents25%

Owners & executives

2 of 2
  • James Richards

    James Richards

    Chief Financial OfficerCRD 2680389

  • Ilonka Nobles

    Ilonka Nobles

    President, CEOCRD 2704881

Contacts

3 of 6
  • Cipriano Gomez

    Investment Advisor RepresentativeCRD 4351711

  • Terri Herring

    FinOpCRD 5624874

  • Christian Rubio

    Christian Rubio

    Investment Advisor RepresentativeCRD 6952779

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
801 E Plano Pkwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth