# THE HELIX FINANCIAL GROUP

THE HELIX FINANCIAL GROUP of CARROLLTRON, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 147803
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147803/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147803/similar
- Related entities: https://search.stillhousedata.com/firm/147803/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147803

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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.