# Eubank, Hutson & Associates

Eubank, Hutson & Associates is an Asset Manager based in Plano, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Plano, TX, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** eubankhutson.com
- **LinkedIn:** https://www.linkedin.com/company/eubank-hutson-&-associates

## Regulatory record

- **CRD number:** 226519
- **SEC file number:** 801-96245
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-09T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226519

## About

Eubank, Hutson & Associates launched in 2015 as a Plano-based investment advisory practice focused on individuals, families, and high-net-worth clients. The firm operates at the intersection of wealth management and financial planning, building portfolios tailored to private-client needs rather than institutional mandates. Its founding coincides with North Texas's rapid demographic expansion, positioning the firm to capture demand from a growing base of affluent households in the Dallas-Fort Worth metroplex. The firm's advisory model covers asset management, financial planning, and portfolio construction. Its geographic footprint centers on Texas; there is no public record of offices outside the state. Scale metrics are unavailable. The firm does not publish assets under management, team headcount, or aggregate deployment figures. No adjacent vehicles — such as a philanthropic foundation, real-estate arm, or operating company — are publicly documented. The Securities and Exchange Commission's Investment Adviser Public Disclosure database, which regulates firms in this category, may contain details on regulatory assets and representative count, but corroborating public reporting is absent. Structurally, Eubank, Hutson occupies the broad category of Texas-based registered investment advisors — local, relationship-driven practices that compete on personal service rather than institutional-grade infrastructure. Its differentiator, to the extent one exists, lies in the geography itself: Plano's ongoing wealth creation, driven by corporate relocations and white-collar migration, supplies a steady stream of prospective clients for a disciplined local advisory team.

## Sectors

- Wealth Management
- Financial Services

## Questions

### What services does Eubank, Hutson & Associates provide?

The firm offers investment advisory services including asset management, financial planning, and portfolio management. Its client base includes individuals, high-net-worth families, and other private entities. The service model centers on personalized wealth management rather than institutional or pooled investment products.

### Who runs investment decisions at Eubank, Hutson & Associates?

The firm's named principals are not publicly disclosed through its website or regulatory filings accessible as of mid-2026. Eubank, Hutson & Associates operates as a closely held advisory practice; investment decisions are presumed to be made by its founding leadership team based in Plano, Texas.

### Where is Eubank, Hutson & Associates based, and what geographies does it serve?

The firm is headquartered in Plano, Texas, within the Dallas-Fort Worth metroplex. Its client base is concentrated in the southern United States. No additional offices or international service locations are indicated in public records.

### What is Eubank, Hutson & Associates' assets under management?

The firm has not publicly disclosed its assets under management. No regulatory filing or press report available as of mid-2026 provides an AUM figure. The firm maintains a deliberately low public profile regarding its scale.

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Last updated: 2026-08-11T02:43:31.692Z

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