# ESTES FINANCIAL SERVICES, INC.

ESTES FINANCIAL SERVICES, INC. of FORT WORTH, TX is an SEC-registered investment adviser.

## Registration

- CRD: 146590
- Type: SEC-registered investment adviser
- Location: 2501 PARKVIEW DRIVE, FORT WORTH, TX, 76102
- Phone: (817) 444-8402
- Latest filing: 2026-03-24
- Regulatory AUM: $4.8M
- Discretionary AUM: $4.8M
- Clients: 3
- Accounts: 35

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146590/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146590/similar
- Related entities: https://search.stillhousedata.com/firm/146590/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146590

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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.