Statesman Corporate Finance, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
142327
Registered since
March 15, 2007

Firm profile

FINTRX

Overview

Statesman Corporate Finance, LLC is organized as a limited liability company and is registered with the SEC since 2007. The firm is classified in the data as an investment bank and is owned by an individual. The profile indicates it does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or a related adviser. The source material contains limited disclosure about the firm’s specific business lines, advisory activities, or client mix, which suggests its primary regulatory registration reflects corporate-finance or advisory activity rather than traditional asset management.

Assets & Accounts

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

Contacts

3 of 17
  • David Sargent

    David Sargent

    Senior AdvisorCRD 1073121

  • Phillip Wilhite

    Phillip Wilhite

    DirectorCRD 5642137

  • Walter Tomlinson

    Walter Tomlinson

    PrincipalCRD 5241949

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1900 West Loop S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth