Tenoaks Energy Advisors, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Addison, Texas
CRD number
173696
Registered since
May 4, 2015

Firm profile

FINTRX

Overview

Tenoaks Energy Advisors, LLC is organized as a limited liability company that registered with the SEC in 2015 and is categorized in public records as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures provide only a narrow set of operational flags: the firm does not report acting as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Available filings do not describe specific advisory services, client segments, fee arrangements, or investment mandates. That lack of operational detail in public sources makes it difficult to profile product focus, client targeting, or how the firm positions itself within energy or capital markets beyond its investment bank classification.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Toby Loftin

    Toby Loftin

    Founder & Managing MemberCRD 4068375

  • Diane Goodin

    FinOpCRD 3117840

  • Robert Brandenberger

    Robert Brandenberger

    PartnerCRD 5195624

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Wealth teams

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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

Addison, TX

Dallas

Location

Addison, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth