STOREHOUSE FINANCIAL LLC

STOREHOUSE FINANCIAL LLC of FORT WORTH, TX is an SEC-registered investment adviser (CRD 140738). Regulatory assets under management: $240.4M.

Registration

• CRD: 140738
• SEC file number: 801-122416
• Type: Registered investment adviser
• Location: 3200 RIVERFRONT DR., SUITE 204, FORT WORTH, TX, 76107
• Phone: 877-305-3233
• Latest filing: 2026-03-25
• Regulatory AUM: $240.4M
• Discretionary AUM: $240.4M
• Clients: 6
• Accounts: 1,346

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140738 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search