Threadgill Financial, LLC

RIASEC RegisteredEst. 2018
Total AUM
$399M
Discretionary
$399M
100% of AUM
Avg account
$443K
Accounts
901
Employees
3
Advisory reps
2

Firm details

Headquarters
The Woodlands, Texas
CRD number
174865
Registered since
February 22, 2018
Website
www.threadgillfinancial.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI76.52%
  • Individuals23.48%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Threadgill Financial, LLC is an independent, SEC-registered RIA formed in 2018 and organized as an LLC. The firm is owned by an individual principal and focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family investors, and it charges fees based on a percentage of assets under management. Threadgill does not market itself as an ESG investor, multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, US Government Bonds 35%64%
  • Exchange Traded Equities64%
  • US Government Bonds35%

Contacts

2 of 2
  • Adam Threadgill

    Adam Threadgill

    Financial AdvisorCRD 6451623

  • Zachary Threadgill

    Zachary Threadgill

    Financial AdvisorCRD 5840092

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 15

Active vs passive

$154M in ETFs

Passive

98%

$151M

Active

1%

$2.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$46.2M294,15030.09%
Unlock additional holdings →

Location

Primary office

The Woodlands, TX

Montgomery

Location

The Woodlands, TX

Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
2170 Buckthorne Pl
Time zone
CT (UTC-6)
Office locations

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