# J. TEAM FINANCIAL, INC.

J. TEAM FINANCIAL, INC. of ABILENE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 134104
- Type: SEC-registered investment adviser
- SEC file number: 801-78596
- Location: 425 CYPRESS ST., ABILENE, TX, 79601
- Phone: 325-480-1587
- Latest filing: 2026-03-30
- Regulatory AUM: $262.0M
- Discretionary AUM: $243.6M
- Non-discretionary AUM: $18.4M
- Clients: 11
- Accounts: 1,205

## Business model

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

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Michael Giggey | CHIEF COMPLIANCE OFFICER | — |
| Joseph Shane Team | PRESIDENT/CEO | — |
| Darrell Scott Haynes | SECRETARY/SHAREHOLDER | — |
| Harry Kyle Sheets | SHAREHOLDER | — |
| Landon Ted Sheets | SHAREHOLDER | — |
| Zachary Kyle Sheets | SHAREHOLDER | — |
| Blake E Marion | SHAREHOLDER; CHIEF FINANCIAL OFFICER | — |
| James Leavell | SHAREHOLDER | — |
| Chad Brandon Hoes | SHAREHOLDER | — |
| TEAM JOSEPH S | PRESIDENT/CEO/CCO | — |
| HAYNES DARRELL SCOTT | SECRETARY/SHAREHOLDER; SENIOR FINANCIAL PLANNER | — |
| HAMRICK HEATH HAROLD | SENIOR FINANCIAL PLANNER | — |
| SHEETS KYLE | SHAREHOLDER | — |
| SHEETS LANDON | SHAREHOLDER | — |
| SHEETS ZACH | SHAREHOLDER | — |
| Meiksins Ian Disbrow | CHIEF COMPLIANCE OFFICER | — |
| TEAM JOSEPH SHANE | PRESIDENT/CEO; PRESIDENT/CEO/CCO | — |
| SHEETS LANDON TED | SHAREHOLDER | — |
| MARION BLAKE E | SHAREHOLDER; SHAREHOLDER; CHIEF FINANCIAL OFFICER | — |
| GIGGEY MATTHEW MICHAEL | CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| TFS PRIVATE OPPORTUNITIES FUND, LP | Other Private Fund | Delaware | 55 | $9.7M | $25K |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GRANBURY | TX | 3 | 817-573-8326 |
| GRANBURY | TX | 3 | 817-573-8326 |
| FLOWER MOUND | TX | 1 | 972-970-8093 |
| FLOWER MOUND | TX | 1 | 972-970-8093 |


## Fund service providers (1)

- administrator: ESSENTIAL FUND SERVICES, INC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134104/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134104/similar
- Related entities: https://search.stillhousedata.com/firm/134104/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134104

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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.