# Perryman Financial Advisory

Perryman Financial Advisory is a RIA based in Dallas, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** 12221 Merit Drive, Suite 1660, Dallas, TX 75251, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** billperryman.com
- **LinkedIn:** https://www.linkedin.com/company/perryman-financial-advisory-inc

## Regulatory record

- **CRD number:** 107653
- **SEC file number:** 801-48109
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107653

## About

Perryman Financial Advisory is an SEC-registered investment adviser in Dallas, TX, registered since 1994. The firm manages approximately $1.0 billion in regulatory assets. It has 8 employees and 6 investment advisers.

## People

- Bill Perryman — Principal

## Questions

### Who runs investment decisions at Perryman Financial Advisory?

Bill Perryman serves as the principal. The firm is structured around his practice, with no additional named investment committee members or portfolio managers disclosed in public materials.

### Does Perryman Financial Advisory manage pooled investment vehicles or only individual accounts?

The available materials describe only direct advisory relationships with individuals, families, and their businesses. There is no mention of pooled funds, private placements, or institutional separate accounts.

## Related profiles

- [Perry Creek Capital](https://altss.com/profile/perry-creek-capital)
- [Persei Venture](https://altss.com/profile/persei-venture)

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Last updated: 2026-07-08T22:21:39.136Z

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