STOREHOUSE FINANCIAL LLC

RIASEC RegisteredEst. 2021

Total AUM

$240M

Discretionary

$240M

100% of AUM

Avg account

$179K

Accounts

1,346

Employees

Advisory reps

Firm details

Headquarters: FORT WORTH, Texas
CRD number: 140738
Registered since: September 29, 2021
Website: www.storehousefinancial.com
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Individuals67.3%
HNWI31.83%
Corporations / Businesses0.54%
Pension & Profit Sharing Plans0.23%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Storehouse Financial LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. Ownership is individual, and the firm serves both individual/family clients and institutional accounts. Core advisory activities are financial planning and portfolio management for individuals and small businesses. Its fees include asset-based charges, hourly billing, and the option for performance-based arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator.