ESTES FINANCIAL SERVICES, INC.

ESTES FINANCIAL SERVICES, INC. of FORT WORTH, TX is an SEC-registered investment adviser (CRD 146590). Regulatory assets under management: $4.8M.

Registration

• CRD: 146590
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146590 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search