TERRELL FINANCIAL GROUP

Overview

Terrell Financial Group operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and describes itself as a capital allocator, indicating it places client assets with external managers and pooled vehicles in addition to managing portfolios directly. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. The firm uses a mix of fee arrangements — percentage of assets under management along with hourly and fixed-fee options — which supports both ongoing wealth management relationships and project-based planning work. Terrell Financial Group is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and does not advertise pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives