# COTTONWOOD VENTURES, LLC

COTTONWOOD VENTURES, LLC of IRVING, TX is an SEC-registered investment adviser.

## Registration

- CRD: 322366
- Type: SEC-registered investment adviser
- SEC file number: 801-127478
- Location: 105 DECKER COURT SUITE 730, IRVING, TX, 75062
- Phone: 9725734030
- Latest filing: 2026-03-24
- Regulatory AUM: $347.3M
- Discretionary AUM: $347.3M
- Clients: 5
- Accounts: 640

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [John William Rubottom](https://search.stillhousedata.com/person/682198) | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | — |
| [Stephen Barnett Shipley](https://search.stillhousedata.com/person/682199) | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | — |
| [Kristen Joy Holt](https://search.stillhousedata.com/person/682200) | PARTNER, DIRECTOR OF OPERATIONS | — |
| [RUBOTTOM JOHN WILLIAM](https://search.stillhousedata.com/person/872094) | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | — |
| [SHIPLEY STEPHEN BARNETT](https://search.stillhousedata.com/person/872095) | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | — |
| [HOLT KRISTEN JOY](https://search.stillhousedata.com/person/872096) | PARTNER, DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322366/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322366/similar
- Related entities: https://search.stillhousedata.com/firm/322366/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322366

---

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.