DALLAS FINANCIAL ADVISORS, LLC

DALLAS FINANCIAL ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 328001). Regulatory assets under management: $80.9M.

Registration

• CRD: 328001
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328001 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search