Threadgill Financial, LLC

Threadgill Financial, LLC (CRD# 174865) is a financial advisory firm headquartered in Houston, TX. They manage $109,637,036 in 490 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    490
    ACCOUNTS
  • Average Account Value
    $223,749
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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 Threadgill Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Adam R. Threadgill
CRD#: 6451623
8556 Katy Fwy, Suite 116, Houston, TX 77024
93
Wealthminder
score

Adam Threadgill (CRD# 6451623) is an Investment Advisor Representative working at Threadgill Financial, LLC in Houston, TX and has over 3 years of experience in the finance industry. Adam Threadgill 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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