Couch Hallum Financial Group

Couch Hallum Financial Group (CRD# 140136) is a financial advisory firm headquartered in Austin, TX. They manage $172,588,590 in 796 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    796
    ACCOUNTS
  • Average Account Value
    $216,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Couch Hallum Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Richard L. Hallum
CRD#: 2095016
4810 Spicewood Springs Road, Suite 210, Austin, TX 78759
96
Wealthminder
score

Richard Hallum (CRD# 2095016) is an Investment Advisor Representative working at Couch Hallum Financial Group in Austin, TX and has over 27 years of experience in the finance industry. Richard Hallum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Amber J. Bell
CRD#: 5430390
4810 Spicewood Springs Rd Ste 200, Austin, TX 78759
93
Wealthminder
score

Amber Bell (CRD# 5430390) is an Investment Advisor Representative working at Couch Hallum Financial Group in Austin, TX and has over 7 years of experience in the finance industry.

3
Barton L. Couch
CRD#: 1406424
4810 Spicewood Springs Road, Suite 210, Austin, TX 78759
86
Wealthminder
score

Barton Couch (CRD# 1406424) is an Investment Advisor Representative working at Couch Hallum Financial Group in Austin, TX and has over 32 years of experience in the finance industry. Barton Couch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew J. Anderson
CRD#: 4992743
4810 Spicewood Springs Road, Austin, TX 78759
76
Wealthminder
score

Matthew Anderson (CRD# 4992743) is an Investment Advisor Representative working at Couch Hallum Financial Group in Austin, TX and has over 11 years of experience in the finance industry. Matthew Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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