# SUCCESSION FINANCIAL, INC

SUCCESSION FINANCIAL, INC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** succession-financial.com

## Regulatory record

- **CRD number:** 336434
- **SEC file number:** 801-133743
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336434

## About

Succession Financial, Inc. is an SEC-registered investment adviser in McKinney, TX, registered since 2025. The firm manages approximately $210 million in regulatory assets. It has 6 employees and 3 investment advisers.

## Sectors

- Private Wealth Management
- Financial Planning
- Estate Planning

## Questions

### What geographic focus does SUCCESSION FINANCIAL, INC have?

The firm is US-based, with its headquarters located in the United States. Specific city or state is not publicly confirmed.

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Last updated: 2026-07-11T13:17:49.000Z

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