# AMICUS FINANCIAL ADVISORS, LLC

AMICUS FINANCIAL ADVISORS, LLC of LUBBOCK, TX is an SEC-registered investment adviser.

## Registration

- CRD: 131315
- Type: SEC-registered investment adviser
- SEC file number: 801-113147
- Location: 7021 KEWANEE AVE, 4-102, LUBBOCK, TX, 79424
- Phone: 806-698-1122
- Latest filing: 2026-03-30
- Regulatory AUM: $550.9M
- Discretionary AUM: $550.9M
- Clients: 19
- Accounts: 1,486

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Wingate Tombs | OWNER OF PLANFIRST, INC. | Lubbock, TX |
| Larry Howland Peterson | DIRECTOR | Sandy, UT |
| David Betasso Tombs | OWNER OF PLANFIRST, INC.; PRESIDENT, CHIEF COMPLIANCE OFFICER, AND DIRECTOR | — |
| Patrick Joseph Tombs | OWNER OF PLANFIRST, INC. | — |
| Bryan Nicolas Sauceda | DIRECTOR | — |
| Evan John Smith | DIRECTOR, TREASURER, AND SECRETARY | — |
| Jesus Armando Longoria | DIRECTOR | — |
| SMITH BRUCE JOHN | DIRECTOR, TREASURER, AND SECRETARY | — |
| WOOD MATTHEW | CHIEF FINANCIAL OFFICER | — |
| TOMBS JOSEPH WINGATE | CHIEF EXECUTIVE OFFICER; GENERAL PARTNER; GENERAL PARTNER (& CHIEF COMPLIANCE OFFICER) (+5 more) | — |
| SWANSON BRIT CHELSEE | GENERAL PARTNER; PARTNER | — |
| PETERSON LARRY HOWLAND | CHIEF COMPLIANCE OFFICER; DIRECTOR; GENERAL MANAGER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| MAXWELL GREGORY BEESLEY | GENERAL PARTNER | — |
| BOWEN CAMERON DOUGLAS | CHIEF FINANCIAL PLANNING OFFICER; DIRECTOR OF OPERATIONS, CHIEF FINANCIAL OFFICER | — |
| Inman-Swanson BRIT CHELSEE | MEMBER; NON-MANAGING MEMBER | — |
| PECK MATTHEW DEAN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER | — |
| Tombs Patrick Joseph | CHIEF COMPLIANCE OFFICER; OWNER; OWNER OF PLANFIRST, INC. | — |
| TOMBS DAVID BETASSO | CHIEF INVESTMENT OFFICER; OWNER; OWNER OF PLANFIRST, INC. (+1 more) | — |
| Sauceda Bryan Nicolas | CHIEF OPERATIONS OFFICER; DIRECTOR | — |
| LONGORIA JESUS ARMANDO | DIRECTOR | — |
| Blake Flint | DIRECTOR | — |
| Marco Antonio Figueroa | DIRECTOR | — |


## Branch offices (16)

_Showing 15 of 16 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LUBBOCK | TX | 2 | 8066981122 |
| LEHI | UT | 2 | 801-938-1226 |
| LUBBOCK | TX | 2 | 8066981122 |
| LEHI | UT | 2 | 801-683-7362 |
| LEHI | UT | 2 | 801-683-7362 |
| LEHI | UT | 2 | 801-938-1226 |
| MIDLAND | TX | 1 | 432-349-3706 |
| — | — | 1 | 8012440146 |
| — | — | 1 | 281-293-1213 |
| — | — | 1 | 915-328-6509 |
| EASTON | PA | 1 | 610-991-3300 |
| MIDLAND | TX | 1 | 432-349-3706 |
| — | — | 1 | 8012440146 |
| — | — | 1 | 281-293-1213 |
| EASTON | PA | 1 | 610-991-3300 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131315/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131315/similar
- Related entities: https://search.stillhousedata.com/firm/131315/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131315

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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.