11 FINANCIAL

11 FINANCIAL of LUFKIN, TX is an SEC-registered investment adviser (CRD 174569). Regulatory assets under management: $36.8M.

Registration

• CRD: 174569
• SEC file number: 801-129130
• Type: Registered investment adviser
• Location: 504 S FIRST ST., LUFKIN, TX, 75901
• Phone: (936) 899-5629
• Latest filing: 2026-05-05
• Regulatory AUM: $36.8M
• Discretionary AUM: $36.7M
• Non-discretionary AUM: $84K
• Clients: 6
• Accounts: 232

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174569 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search