# ALIGN FINANCIAL ADVISORS, LLC

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

## Registration

- CRD: 333905
- Type: SEC-registered investment adviser
- SEC file number: 801-131581
- Location: 6401 ELDORADO PKWY, MCKINNEY, TX, 75070
- Phone: 214-519-8750
- Latest filing: 2026-02-17
- Regulatory AUM: $73.6M
- Discretionary AUM: $63.1M
- Non-discretionary AUM: $10.5M
- Clients: 3
- Accounts: 302

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Lori Beth Givens | CO-OWNER/ADVISOR/CCO | — |
| Karla Jeannene Martin | CO-OWNER/ADVISOR | — |
| Jeffrey C Sandt | CO-OWNER/ADVISOR | — |
| GIVENS LORI BETH | CO-OWNER/ADVISOR/CCO | — |
| MARTIN KARLA JEANNENE | CO-OWNER/ADVISOR | — |
| Sandt Jeffrey C | CO-OWNER/ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333905/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333905/similar
- Related entities: https://search.stillhousedata.com/firm/333905/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333905

---

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.