DICKSON FINANCIAL GROUP, LLC.

DICKSON FINANCIAL GROUP, LLC. is an SEC-registered investment adviser (CRD 292258). Regulatory assets under management: $6.5M.

Registration

• CRD: 292258
• Type: Registered investment adviser
• Phone: 832-868-3722
• Latest filing: 2026-01-05
• Regulatory AUM: $6.5M
• Discretionary AUM: $3.6M
• Non-discretionary AUM: $2.9M
• Clients: 2
• Accounts: 31

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292258 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search