FOLSE FINANCIAL

FOLSE FINANCIAL is an SEC-registered investment adviser (CRD 336470). Regulatory assets under management: $1.4M.

Registration

• CRD: 336470
• Type: Registered investment adviser
• Phone: (832) 621-6800
• Latest filing: 2026-01-07
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 1
• Accounts: 21

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336470 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search