# DALLAS FINANCIAL ADVISORS, LLC

DALLAS FINANCIAL ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 328001
- Type: SEC-registered investment adviser
- Location: 7616 LBJ FWY, DALLAS, TX, 75251
- Phone: 214-245-4572
- Latest filing: 2026-03-20
- Regulatory AUM: $80.9M
- Discretionary AUM: $80.9M
- Clients: 4
- Accounts: 221

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328001/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328001/similar
- Related entities: https://search.stillhousedata.com/firm/328001/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328001

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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.