# MANAGED FINANCIAL SERVICES CORP INC

MANAGED FINANCIAL SERVICES CORP INC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 109806
- Type: SEC-registered investment adviser
- SEC file number: 801-56058
- Location: 10330 LAKE ROAD, HOUSTON, TX, 77070
- Phone: 281-880-7200
- Latest filing: 2026-03-27
- Regulatory AUM: $55.5M
- Discretionary AUM: $53.0M
- Non-discretionary AUM: $2.5M
- Clients: 6
- Accounts: 275

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MURPHY JOI CATHERINE | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| COOK JOHN WESLEY | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| MITCHELL WILLIAM RONALD | CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT (+1 more) | — |
| DELONAS JAMES R | CHIEF OPERATING OFFICER; COO; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109806/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109806/similar
- Related entities: https://search.stillhousedata.com/firm/109806/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109806

---

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.