CLIFTON MYERS FINANCIAL ADVISORY

CLIFTON MYERS FINANCIAL ADVISORY of ROUND ROCK, TX is an SEC-registered investment adviser (CRD 132638). Regulatory assets under management: $2.2M.

Registration

• CRD: 132638
• Type: Registered investment adviser
• Location: 208 W. BAGDAD AVE, ROUND ROCK, TX, 78664
• Phone: 512-218-8100
• Latest filing: 2026-03-20
• Regulatory AUM: $2.2M
• Discretionary AUM: $2.2M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search