# BUDGE FINANCIAL INC

BUDGE FINANCIAL INC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 108256
- Type: SEC-registered investment adviser
- SEC file number: 801-30781
- Location: 4925 GREENVILLE AVE, STE 1220, DALLAS, TX, 75206
- Phone: 214-363-3008
- Latest filing: 2020-12-09
- Regulatory AUM: $127.2M
- Non-discretionary AUM: $127.2M
- Clients: 1
- Accounts: 7

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [MOORE JEFFREY D](https://search.stillhousedata.com/person/729551) | CHIEF COMPLIANCE OFFICER | — |
| [PHILLIPS RICHARD LEE](https://search.stillhousedata.com/person/737829) | CHIEF COMPLIANCE OFFICER | — |
| [BUDGE ARTHUR NEAL](https://search.stillhousedata.com/person/764327) | CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| [BUDGE ARTHUR](https://search.stillhousedata.com/person/788935) | PRESIDENT & OWNER | — |
| [BULLOCK LINDY LUCETTE](https://search.stillhousedata.com/person/798177) | CHIEF COMPLIANCE OFFICER | — |
| [GAMEZ STOLL PATRICIA](https://search.stillhousedata.com/person/832263) | CHIEF COMPLIANCE OFFICER | — |
| [MARKS MELINDA](https://search.stillhousedata.com/person/839568) | CHIEF COMPLIANCE OFFICER | — |
| [SCALES JOHN ROBERT](https://search.stillhousedata.com/person/846367) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (6)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| FIVE STATES ENERGY CAPITAL FUND 2, LLC | Private Equity Fund | — | 2 | $110.9M | $250K |
| FSEC2-7, LLC | Private Equity Fund | — | 247 | $84.0M | $1.0M |
| FSEC2-1, LLC | Private Equity Fund | — | 93 | $26.9M | $250K |
| FIVE STATES ENERGY CAPITAL FUND 1, LLC | Private Equity Fund | — | 2 | $9.2M | $250K |
| FSEC1-7, LLC | Private Equity Fund | — | 171 | $5.9M | $1.0M |
| FSEC1-1, LLC | Private Equity Fund | — | 102 | $3.4M | $250K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108256/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108256/similar
- Related entities: https://search.stillhousedata.com/firm/108256/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108256

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.