Cottonwood Capital Advisors

Cottonwood Capital Advisors (CRD# 322366) is a financial advisory firm headquartered in Irving, TX. They manage $252,589,878 in 196 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
105 Decker Court Suite 730, Irving, TX 75062
http://www.cottonwoodcapitaladvisors.com/
By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $1,288,724
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Cottonwood Capital Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Kristen Holt, financial advisor Irving TX
Kristen J. Holt
CRD#: 5429380
105 Decker Court Suite 730, Irving, TX 75062

Kristen Holt (CRD# 5429380) is an Investment Advisor Representative working at Cottonwood Capital Advisors in Irving, TX and has over 12 years of experience in the finance industry.

2
John Rubottom, financial advisor Irving TX
John W. Rubottom
CRD#: 4576246
105 Decker Court Suite 730, Irving, TX 75062

John Rubottom (CRD# 4576246) is an Investment Advisor Representative working at Cottonwood Capital Advisors in Irving, TX and has over 20 years of experience in the finance industry.

3
Stephen Shipley, financial advisor Irving TX
Stephen B. Shipley
CRD#: 2413071
105 Decker Court Suite 730, Irving, TX 75062

Stephen Shipley (CRD# 2413071) is an Investment Advisor Representative working at Cottonwood Capital Advisors in Irving, TX and has over 30 years of experience in the finance industry.

4
Christa Bass, financial advisor Irving TX
Christa D. Bass
CRD#: 6269088
105 Decker Court Suite 730, Irving, TX 75062

Christa Bass (CRD# 6269088) is an Investment Advisor Representative working at Cottonwood Capital Advisors in Irving, TX and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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