# WESTWOOD ADVISORS, L.L.C

WESTWOOD ADVISORS, L.L.C of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 132162
- Type: SEC-registered investment adviser
- SEC file number: 801-63410
- Location: 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201
- Phone: 2147566900
- Latest filing: 2026-04-02
- Regulatory AUM: $749.5M
- Discretionary AUM: $739.6M
- Non-discretionary AUM: $9.9M
- Clients: 62
- Accounts: 467

## Business model

- Compensation: % of AUM, Fixed, Performance, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| Timothy Rogers | CHIEF WEALTH ADMINISTRATIVE OFFICER | Sheridan, WY |
| Brian Oconnor Casey | CHIEF EXECUTIVE OFFICER | — |
| Fabian Gomez | PRESIDENT | — |
| Murray Forbes | SVP, CHIEF FINANCIAL OFFICER, TREASURER | DALLAS, TX |
| Askari J Foy | CHIEF COMPLIANCE OFFICER | — |
| John Anthony Ehinger | HEAD OF LEGAL AND COMPLIANCE | — |
| John A Ehinger | HEAD OF LEGAL, CCO | Lewisville, TX |
| Susan Vignolo Conley | SVP, PRIVATE WEALTH ADVISOR LEAD | — |
| EHINGER JOHN ANTHONY | VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER; VP, SENIOR LEGAL COUNSEL, DIRECTOR; VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER | — |
| DOYLE MARGARET LACEY | DIRECTOR; MANAGER; MANAGING MEMBER | — |
| MCCARTHY MICHAEL ROBERT | DIRECTOR; MANAGER; MANAGING MEMBER | — |
| JARVIS RICHARD LEE | DIRECTOR/CHIEF INVESTMENT OFFICER; MANAGER/CHIEF INVESTMENT OFFICER; MANAGER/VICE PRESIDENT/CHIEF INVESTMENT OFFICER (+3 more) | — |
| BURTSCHER ART NEAL | CHAIRMAN, DIRECTOR; CHAIRMAN, MANAGING MEMBER; DIRECTOR/CHAIRMAN (+5 more) | — |
| MCMAHON ANDREA PATRICIA | CHIEF COMPLIANCE OFFICER; MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| KARSTENS MICHAEL DEAN | MANAGING MEMBER/PRESIDENT | — |
| FRY SYLVIA LUDWIG | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HARDCASTLE WILLIAM RALPH | CHIEF FINANCIAL OFFICER | — |
| BENNETT LEAH REBECCA | PRESIDENT, WESTWOOD WEALTH MANAGEMENT | — |
| GERRON JULIE KRAMER | GENERAL COUNSEL; SENIOR VICE PRESIDENT AND GENERAL COUNSEL; SVP, GENERAL COUNSEL& CCO | — |
| MACDONALD CHRISTOPHER JAMES | VICE PRESIDENT, DIRECTOR | — |
| MCMAHON ANDREA P | CHIEF COMPLIANCE OFFICER | — |
| WALLACE MARK ALAN | CHIEF FINANCIAL OFFICER | — |
| KICE TIFFANY BENNETT | CHIEF FINANCIAL OFFICER | — |
| WILWERDING NICHOLAS ALAN | DIRECTOR; MANAGING MEMBER | — |
| MONTGOMERY JOHN PORTER | CHIEF OPERATING OFFICER; DIRECTOR; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132162/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132162/similar
- Related entities: https://search.stillhousedata.com/firm/132162/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132162

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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.