SPINDLETOP COMMONWEALTH ADVISORS LLC
Firm details
- Headquarters
- BEAUMONT, Texas
- CRD number
- 145518
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.89%
- Individuals16.38%
- Corporations / Businesses1.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Spindletop Commonwealth Advisors LLC is a small, fee-based registered adviser that centers its portfolios on public equity exposure while maintaining targeted allocations to real assets and energy-related alternatives. The firm manages client portfolios primarily through exchange-traded equities — both ETFs and individual stocks — using those liquid positions as the core of portfolios. Supplementing the equity core, the adviser sources third-party alternative managers for real estate, commodities and oil & gas strategies to add diversification, income and inflation protection to client allocations. The business targets individuals, families and smaller institutional relationships, with primary advisory activity described as portfolio management for individuals and small businesses. Fee arrangements are percentage-of-AUM based. Spindletop Commonwealth is not identified as an active ESG investor and operates under an individual ownership structure.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds20%
- US Government Bonds12%
- Cash & Cash Equivalents10%
Contacts
1 of 1DANIEL WEINBAUM
OwnerCRD 733674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEAUMONT, TX
JEFFERSON
Location
BEAUMONT, TX
Headquartered in BEAUMONT, TX, in the South of the United States.
- Region
- South
- County
- JEFFERSON
- Address
- 3450 Eastex Fwy
- Time zone
- CT (UTC-6)
- Office locations
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