Panthrex Asset Management LLC

Panthrex Asset Management LLC (CRD# 281619) is a financial advisory firm headquartered in Coppell, TX. They manage $14,224,781 in 219 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $64,953
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.

AR, LA, NC, SC, TN, TX

Financial Advisors at Panthrex Asset Management LLC
Showing 1 - 10 of 12 top financial advisors.
1
Craig A. Watts
CRD#: 3025957
611 Absinthe Court, Ste E., Shreveport, LA 71115
96
Wealthminder
score

Craig Watts (CRD# 3025957) is an Investment Advisor Representative working at Panthrex Asset Management LLC in Shreveport, LA and has over 18 years of experience in the finance industry. Craig Watts 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
David H. Bryson
CRD#: 4184923
Charlotte, NC
93
Wealthminder
score

David Bryson (CRD# 4184923) is an Investment Advisor Representative working at Panthrex Asset Management LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

3
Rory K. Davis
CRD#: 4261390
116 Wilson Pike Circle, Suite 202, Brentwood, TN 37027
93
Wealthminder
score

Rory Davis (CRD# 4261390) is an Investment Advisor Representative working at Panthrex Asset Management LLC in Brentwood, TN and has over 17 years of experience in the finance industry.

4
Allen P. Hargis
CRD#: 4599491
100 Plaza Carmona Place, Hot Springs Village, AR 71909
93
Wealthminder
score

Allen Hargis (CRD# 4599491) is an Investment Advisor Representative working at Panthrex Asset Management LLC in Hot Springs Village, AR and has over 15 years of experience in the finance industry.

5
Michael D. Mitchell
CRD#: 2344046
1507 Caldwell Street, Conway, AR 72034
93
Wealthminder
score

Michael Mitchell (CRD# 2344046) is an Investment Advisor Representative working at Panthrex Asset Management LLC in Conway, AR and has over 24 years of experience in the finance industry.

6
Kevin D. Moss
CRD#: 5142828
Arlington, TX
93
Wealthminder
score

Kevin Moss (CRD# 5142828) is an Investment Advisor Representative working at Panthrex Asset Management LLC in Arlington, TX and has over 11 years of experience in the finance industry.

7
James C. Oakley
CRD#: 5682727
214 West 5th Street, Columbia, TN 38401
93
Wealthminder
score

James Oakley (CRD# 5682727) is an Investment Advisor Representative working at Panthrex Asset Management LLC in Columbia, TN and has over 8 years of experience in the finance industry.

8
Britton N. Ouellette
CRD#: 5839710
13750 San Pedro Ave, Ste 520, San Antonio, TX 78232
93
Wealthminder
score

Britton Ouellette (CRD# 5839710) is an Investment Advisor Representative working at Panthrex Asset Management LLC in San Antonio, TX and has over 7 years of experience in the finance industry.

9
Michael R. Wallin
CRD#: 4264135
116 Wilson Pike Circle, Ste 202, Brentwood, TN 37027
93
Wealthminder
score

Michael Wallin (CRD# 4264135) is an Investment Advisor Representative working at Panthrex Asset Management LLC in Brentwood, TN and has over 17 years of experience in the finance industry.

10
Ronald S. Samuels
CRD#: 6631747
1545 Madison Street, Clarksville, TN 37040
89
Wealthminder
score

Ronald Samuels (CRD# 6631747) is an Investment Advisor Representative working at Panthrex Asset Management LLC in Clarksville, TN and has over 2 years of experience in the finance industry.

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