SPRINGWOOD FINANCIAL ADVISORS

SPRINGWOOD FINANCIAL ADVISORS of DALLAS, TX is an SEC-registered investment adviser (CRD 131190). Regulatory assets under management: $23.8M.

Registration

• CRD: 131190
• Type: Registered investment adviser
• Location: 4100 SPRING VALLEY ROAD, DALLAS, TX, 75244
• Phone: 972-386-5444
• Latest filing: 2026-03-30
• Regulatory AUM: $23.8M
• Discretionary AUM: $18.2M
• Non-discretionary AUM: $5.6M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131190 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search