Precision Capital Management

Precision Capital Management (CRD# 174239) is a financial advisory firm headquartered in Coppell, TX. They manage $250,633,975 in 3,598 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    3,598
    ACCOUNTS
  • Average Account Value
    $69,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AL, AZ, CA, FL, GA, IN, LA, MA, MN, NC, NY, OH, SC, TX, UT

Financial Advisors at Precision Capital Management
Showing 1 - 10 of 25 top financial advisors.
1
Dale E. Aiken
CRD#: 1260304
9350 South 150 East Suite 700, Sandy, UT 84047
96
Wealthminder
score

Dale Aiken (CRD# 1260304) is an Investment Advisor Representative working at Precision Capital Management in Sandy, UT and has over 28 years of experience in the finance industry.

2
Frank P. Hutto
CRD#: 3047914
78 Ashley Point Drive, Suite 201, Charleston, SC 29407
96
Wealthminder
score

Frank Hutto (CRD# 3047914) is an Investment Advisor Representative working at Precision Capital Management in Charleston, SC and has over 18 years of experience in the finance industry. Frank Hutto 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.

3
Eugene R. Tillery
CRD#: 2734421
2395 River Park Way, Charleston, SC 29414
96
Wealthminder
score

Eugene Tillery (CRD# 2734421) is an Investment Advisor Representative working at Precision Capital Management in Charleston, SC and has over 20 years of experience in the finance industry.

4
April R. Crews
CRD#: 5713624
2795 Main Street W Bldg 23, Snellville, GA 30078
93
Wealthminder
score

April Crews (CRD# 5713624) is an Investment Advisor Representative working at Precision Capital Management in Snellville, GA and has over 7 years of experience in the finance industry.

5
Richard J. Durkee
CRD#: 2090391
78 Ashley Point Dr. Suite 201, Charleston, SC 29407
93
Wealthminder
score

Richard Durkee (CRD# 2090391) is an Investment Advisor Representative working at Precision Capital Management in Charleston, SC and has over 25 years of experience in the finance industry.

6
David L. Gaylor
CRD#: 5454475
100 S Main Ave Suite 101-b, Sidney, OH 45365
93
Wealthminder
score

David Gaylor (CRD# 5454475) is an Investment Advisor Representative working at Precision Capital Management in Sidney, OH and has over 9 years of experience in the finance industry.

7
Kerry W. Kassulker
CRD#: 5039612
601 Carlson Parkway Suite 1050, Minnetonka, MN 55305
93
Wealthminder
score

Kerry Kassulker (CRD# 5039612) is an Investment Advisor Representative working at Precision Capital Management in Minnetonka, MN and has over 9 years of experience in the finance industry.

8
Jason S. Newby
CRD#: 2975433
15010 Glenmoore Circle, Carmel, IN 46033
93
Wealthminder
score

Jason Newby (CRD# 2975433) is an Investment Advisor Representative working at Precision Capital Management in Carmel, IN and has over 12 years of experience in the finance industry.

9
Gerald J. Robillard
CRD#: 1049256
East Falmouth, MA
93
Wealthminder
score

Gerald Robillard (CRD# 1049256) is an Investment Advisor Representative working at Precision Capital Management in East Falmouth, MA and has over 34 years of experience in the finance industry.

10
Daniel G. Crews
CRD#: 6133124
2795 Main St. W. Bldg. 23, Snellville, GA 30078
90
Wealthminder
score

Daniel Crews (CRD# 6133124) is an Investment Advisor Representative working at Precision Capital Management in Snellville, GA and has over 4 years of experience in the finance industry.

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