Bank / Wealth / TrustRIA · CRD 174865SEC-Registered

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Threadgill Financial

Founded in 2015 by Richard Threadgill, the firm operates as a registered investment advisor based in Spring, Texas, a northern suburb of Houston.

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Threadgill Financial

Founded in 2015 by Richard Threadgill, the firm operates as a registered investment advisor based in Spring, Texas, a northern suburb of Houston. The firm provides financial planning, retirement income strategies, and discretionary portfolio management. Its investment approach leans on multi-asset portfolios that blend equities, fixed income, and alternative investment exposures. Threadgill Financial operates from a single location in Spring, with a deliberately lean team structure consistent with a boutique advisory practice. The firm's scale remains undisclosed, but its RIA registration places it among thousands of small fiduciary advisors who collectively manage trillions in U.S. retail and high-net-worth assets. The practice has not launched adjacent vehicles, philanthropic arms, or multi-family-office extensions as of the current public record. This embedded regional presence, rather than a national aggregation model, defines its client-acquisition and service architecture.

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

Location

Region

North America

Country

United States

City

The Woodlands

Corporate office

Spring, Texas, United States

Frequently asked questions

How does Threadgill Financial differ from larger Texas-based RIAs?

Threadgill Financial operates from a single suburban Houston location without the national footprint, multi-family-office services, or in-house trust powers found at larger Texas wealth managers. The practice focuses on discretionary portfolio management and financial planning for a concentrated regional client base rather than a multi-city growth model.

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