# PENNEY FINANCIAL, LLC

PENNEY FINANCIAL, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 282084
- Type: SEC-registered investment adviser
- SEC file number: 801-122353
- Location: 825 TOWN AND COUNTRY LANE, 12TH FL, HOUSTON, TX, 77024-4563
- Phone: 713-300-5165
- Latest filing: 2026-03-24
- Regulatory AUM: $303.5M
- Discretionary AUM: $303.5M
- Clients: 3
- Accounts: 465

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Cameron John Penney | CCO/MANAGING DIRECTOR | — |
| PENNEY GEOFFREY JOHN | CCO/MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282084/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282084/similar
- Related entities: https://search.stillhousedata.com/firm/282084/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282084

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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.