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RIA · CRD 127273State-Registered Investment Adviser

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Financial Advantage

FINANCIAL ADVANTAGE is a state-registered investment adviser in LEWISVILLE, TX. The firm manages approximately $22 million in regulatory assets.

Overview

FINANCIAL ADVANTAGE is a state-registered investment adviser in LEWISVILLE, TX. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Lewisville

Corporate office

Mountain View, CA, United States

Frequently asked questions

Does Financial Advantage participate in fund commitments or only direct deals?

The office has not disclosed its allocation mix. Single-family offices of this profile, particularly those located in Silicon Valley, frequently blend direct co-investments with commitments to external venture capital and growth equity funds, but no specific fund relationships or direct investments have been made public by Financial Advantage.

Why does Financial Advantage maintain no public website or LinkedIn presence?

Full privacy is a deliberate structural choice for some single-family offices, especially when principals come from a liquidity event and wish to avoid unsolicited deal flow, media attention, or personal security risks. Financial Advantage's complete absence from public marketing channels reflects this orientation.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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