# Source Advisors

Source Advisors is an Asset Manager based in Fort Worth, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, TX, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** sourceadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/sourceadvisors

## Regulatory record

- **Reports private funds:** No

## About

At Source Advisors, relationships matter. Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies. We filter every decision through these principles and do the right thing for our clients, team members, CPA firms, and partners. Source Advisors is a global (USA & UK) specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D & §45L), Sales & Use Tax, Investment & Production Tax Credits, Commercial Property Tax Consulting, and LIFO inventory solutions for more than 40 years. We partner with companies and CPA firms as an advisory source in maximizing government-sponsored tax credits, deductions, and incentives. Our team of experienced CPAs, attorneys, engineers, technology experts, and Big Four professionals help companies save money, minimize risk and create cash flow to stimulate businesses and drive overall growth. We are experts in the legislation that governs these incentives and assist CPA firms and companies navigate the laws that continue to evolve and change.

## Sectors

- Enterprise Software
- Tax & Accounting

## People

- David R. Hinshaw — Chief Executive Officer

## Questions

### Who runs investment decisions at Source Advisors?

Source Advisors does not make investment decisions in the sense of deploying capital into operating companies, real estate, or public equities. CEO David Hinshaw leads the firm's overall strategy, and practice leads direct teams of engineers and tax professionals to evaluate client R&D activities. There is no CIO or investment committee because the firm functions as a professional services provider, not an allocator.

### What types of companies does Source Advisors typically work with?

The firm works with mid-market companies, often privately held or family-owned, across manufacturing, software, architecture and engineering, construction, and food processing. Many clients are referred by CPA firms that lack in-house specialty tax resources. Source Advisors also collaborates with counsel on large IRS controversy cases involving R&D credit claims.

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Last updated: 2026-06-03T20:00:00.000Z

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