Teamwork Financial Advisors, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 165237
- Registered since
- March 6, 2019
- Website
- www.teamworkfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.61%
- Individuals25.47%
- Charitable Organizations0.75%
- Pension & Profit Sharing Plans0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Teamwork Financial Advisors, LLC is an independent, privately owned RIA that registered with the SEC in 2019. The firm serves both individual and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Fee arrangements include percentage‑of‑AUM billing and fixed fees. Teamwork identifies itself as a capital allocator, with a clear equity preference across client portfolios and a practice of directing capital to external alternative managers when appropriate.
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 Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
3 of 11
Herbert Kraus
Investment Adviser RepresentativeCRD 5813244
Douglas Moe
Investment AdvisorCRD 4209174
Meagan Niese
Financial AdvisorCRD 6815962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$260M in ETFs
70%
$182M
24%
$78.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $28.1M | 575,735 | 10.80% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 8 Dominion Dr
- Time zone
- CT (UTC-6)
- Office locations
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