# Threadgill Financial

Threadgill Financial is a Bank / Wealth / Trust based in The Woodlands, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** The Woodlands, United States
- **Region:** North America
- **Address:** Spring, Texas, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** threadgillfinancial.com
- **LinkedIn:** linkedin.com/company/threadgill-financial

## Regulatory record

- **CRD number:** 174865
- **SEC file number:** 801-112505
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174865

## About

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.

## 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.

## Related profiles

- [Thrasher & Chambers Wealth Management](https://altss.com/profile/thrasher-chambers-wealth-management)
- [Three Cord True Wealth Management](https://altss.com/profile/three-cord-true-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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