THE HELIX FINANCIAL GROUP

THE HELIX FINANCIAL GROUP of CARROLLTRON, TX is an SEC-registered investment adviser (CRD 147803). Regulatory assets under management: $106.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 147803
• Type: Registered investment adviser
• Location: 4425 PLANO PARKWAY, CARROLLTRON, TX, 75010
• Phone: 972-290-0940
• Latest filing: 2026-03-10
• Regulatory AUM: $106.8M
• Non-discretionary AUM: $106.8M
• Clients: 2
• Accounts: 450

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147803 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search