# Directional Advisors

Directional Advisors is a Bank / Wealth / Trust based in Lewisville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lewisville, United States
- **Region:** North America
- **Address:** Lewisville, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** directional-advisors.com
- **LinkedIn:** https://www.linkedin.com/company/directional-advisors

## Regulatory record

- **CRD number:** 311908
- **SEC file number:** 801-131170
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311908

## About

Directional Advisors was established in 2020 in Texas. It functions as a registered investment advisor focused on advisory services. The firm delivers investment advisory, financial planning, and portfolio management. It serves individuals, high-net-worth individuals, and various entities. No specific asset classes, named holdings, or geographic deployment beyond the headquarters state appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm shows no disclosed structural features such as co-investor clubs, succession plans, or hybrid mandates that differentiate it from standard RIAs.

## Questions

### Who runs investment decisions at Directional Advisors?

No named principals or CIO appear in public records.

### Does Directional Advisors participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct investments.

### What investment stages does Directional Advisors typically target?

No stage focus is disclosed in the records.

## Related profiles

- [Direct Capital](https://altss.com/profile/direct-capital)
- [Directional Financial Services](https://altss.com/profile/directional-financial-services)

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

Canonical page: https://altss.com/profile/directional-advisors

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