# Dallas Financial Advisors

Dallas Financial Advisors is an Asset Manager based in Dallas, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 328001
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328001

## About

DALLAS FINANCIAL ADVISORS, LLC is a state-registered investment adviser in DALLAS, TX. The firm manages approximately $81 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Questions

### How is Dallas Financial Advisors compensated?

The firm operates as a fee-only registered investment advisor. It charges clients based on a percentage of assets under management, hourly fees, or fixed retainer arrangements. It does not receive commissions, trailing fees, or revenue-sharing from product providers, a structure that places it under fiduciary obligation to its clients.

### Does the firm manage any pooled investment vehicles or private funds?

There is no public record of Dallas Financial Advisors sponsoring or managing hedge funds, private equity funds, or other pooled investment vehicles. The firm's regulatory disclosures describe separately managed accounts as its primary vehicle for client portfolios.

### What is the geographic focus of the firm's client base?

The firm is headquartered in Dallas and serves clients primarily within Texas, with a concentration in the Dallas-Fort Worth metropolitan region. Its Form ADV does not indicate offices or professional staff located outside of Texas.

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Last updated: 2026-06-03T20:00:00.000Z

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