Thirteen Twenty-Two Advisors

RIASEC RegisteredEst. 2026
Total AUM
$163M
Discretionary
$163M
100% of AUM
Avg account
$220K
Accounts
743
Employees
7
Advisory reps
8

Firm details

Headquarters
Fort Worth, Texas
CRD number
339326
Registered since
January 5, 2026
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals60.3%
  • HNWI26.39%
  • Pension & Profit Sharing Plans13.15%
  • Charitable Organizations0.15%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Thirteen Twenty-Two Advisors is an LLC operating as an independent registered investment adviser. The firm is listed as SEC-registered in 2026 and is owned by an individual. It positions itself as a capital allocator that works with both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee menu includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and reports industry affiliations with accounting and insurance firms.

Assets & Accounts

Investments & Alternatives

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

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Jonathan Bridges

    Jonathan Bridges

    President, Chief Executive OfficerCRD 5068608

Contacts

3 of 7
  • Kelly Francis

    Kelly Francis

    Wealth AdvisorCRD 5093659

  • Daniel Watkins

    Daniel Watkins

    Wealth AdvisorCRD 7174100

  • Joseph Brownback

    Joseph Brownback

    PartnerCRD 6117373

Unlock 4 more contacts

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

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
1200 Summit Ave
Time zone
CT (UTC-6)
Office locations

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