STF ADVISORY INC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
FRISCO, Texas
CRD number
339084
Fee structure
Percentage of AUM
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

STF Advisory Inc. is organized as a corporation that functions as a capital allocator and selection agent for other managers. Its stated advisory activities center on selecting third‑party advisers and conducting educational seminars or workshops. The firm charges fees as a percentage of assets under management and is not identified as an active ESG investor. Regulatory and classification fields in the available data list it as “Unclassified” and not multi‑state, newly formed, pension‑consulting, or related to another adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • THOMAS CAMPBELL

    Co-CEOCRD 2596236

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FRISCO, TX

COLLIN

Location

FRISCO, TX

Headquartered in FRISCO, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
6136 Frisco Square Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth