R1 FINANCIAL GROUP

R1 FINANCIAL GROUP of DALLAS, TX is an SEC-registered investment adviser (CRD 166051). Regulatory assets under management: $21.5M.

Registration

• CRD: 166051
• Type: Registered investment adviser
• Location: 13154 COIT RD., DALLAS, TX, 75240
• Phone: 214-628-9100
• Latest filing: 2026-03-18
• Regulatory AUM: $21.5M
• Discretionary AUM: $21.5M
• Clients: 1
• Accounts: 145

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166051 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search