Asset ManagerRIA · CRD 24549SEC-Registered

Updated:

First Dallas Securities, Inc.

First Dallas Securities, Inc. is an SEC-registered investment adviser in Dallas, TX, registered since 2006. The firm manages approximately $336 million in...

First Dallas Securities, Inc.

First Dallas Securities, Inc. is an SEC-registered investment adviser in Dallas, TX, registered since 2006. The firm manages approximately $336 million in regulatory assets. It has 20 employees and 9 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, TX, United States

Frequently asked questions

What is First Dallas Securities, Inc. registered as?

First Dallas Securities, Inc. is registered with the SEC as both a broker-dealer and an investment adviser. This dual registration suggests the firm offers securities brokerage alongside investment management services.

Where is First Dallas Securities headquartered?

The firm is headquartered in Dallas, Texas, based on its SEC registration filings. No additional office locations are publicly documented.

Does First Dallas Securities publicly disclose its AUM?

No, the firm does not publicly disclose its assets under management. Its scale remains unknown from available public records.

Who are the principals of First Dallas Securities?

The firm does not name any principals in publicly available sources. Its leadership structure is not disclosed in SEC filings or other public records.

What services does First Dallas Securities provide?

As an SEC-registered broker-dealer and investment adviser, the firm likely provides securities brokerage, investment advisory, and related financial services. Specific offerings are not detailed publicly.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Dallas Asset Manager profiles