# Second Opinion Financial

Second Opinion Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** secondopinionfinancial.com

## Regulatory record

- **CRD number:** 327921
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327921

## About

SECOND OPINION FINANCIAL is a state-registered investment adviser in SOUTHLAKE, TX. It has 1 employee and 1 investment adviser.

## People

- Craig L. Glick — President

## Questions

### Does Second Opinion Financial participate in fund commitments or only direct deals?

The firm structures its own portfolio directly. While it does not publicly disclose its mix of direct holdings versus third-party fund commitments, its public-facing model is anchored in internal investment management rather than aggregating capital as a fund-of-funds or feeder vehicle.

### How does Second Opinion Financial coordinate estate and tax planning alongside its investments?

The firm integrates these disciplines under one leadership structure. Rather than treating portfolio management as a siloed function separate from trust and estate work, Glick's dual role positions tax implications and generational transfer timelines as active inputs to asset allocation, not after-the-fact considerations.

## Related profiles

- [Evansbrook Capital Management](https://altss.com/profile/evansbrook-capital-management)
- [Flee Fiat Management](https://altss.com/profile/flee-fiat-management-llc)

---

Last updated: 2026-07-06T01:24:25.220Z

Canonical page: https://altss.com/profile/second-opinion-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology