# SUCCESSION FINANCIAL, INC.

SUCCESSION FINANCIAL, INC. of MCKINNEY, TX is an SEC-registered investment adviser.

## Registration

- CRD: 336434
- Type: SEC-registered investment adviser
- SEC file number: 801-133743
- Location: 300 E. DAVIS STREET, STE. 152, MCKINNEY, TX, 75069
- Phone: 214-334-6261
- Latest filing: 2026-04-24
- Regulatory AUM: $210.3M
- Discretionary AUM: $210.3M
- Clients: 6
- Accounts: 174

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Eric Edward Wolfe | MANAGING PRINCIPAL | — |
| Barbara J Bridgman | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 469-884-1956 |
| — | — | 1 | 214-334-6261 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336434/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336434/similar
- Related entities: https://search.stillhousedata.com/firm/336434/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336434

---

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.