# HERNDON PLANT OAKLEY LTD

HERNDON PLANT OAKLEY LTD of CORPUS CHRISTI, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 44971
- Type: SEC-registered investment adviser
- SEC file number: 801-137003
- Location: 800 N. SHORELINE BLVD, SUITE 2200 SOUTH, CORPUS CHRISTI, TX, 78401
- Phone: 361-888-7611
- Latest filing: 2026-07-02
- Regulatory AUM: $155.4M
- Discretionary AUM: $155.4M
- Clients: 3
- Accounts: 286

## Business model

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

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [HERNDON RUSSELL BRENT](https://search.stillhousedata.com/person/731727) | LIMITED PARTNER | — |
| [PLANT PHILLIP MICHAEL](https://search.stillhousedata.com/person/731728) | LIMITED PARTNER; LIMITED PARTNER/SROP | — |
| [OAKLEY JAMES THEODORE](https://search.stillhousedata.com/person/731729) | LIMITED PARTNER | — |
| [DEUBEL-RAGAN ELIZABETH ANN](https://search.stillhousedata.com/person/731730) | DESIGNATED PRINCIPAL/ CCO; DESIGNATED PRINCIPAL/ CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR/DESIGNATED PRINCIPAL CHIEF COMPLIANCE OFFICER | — |
| [DOWNEY DAVID JAMES](https://search.stillhousedata.com/person/731731) | FINOP; FINOP/CROP | — |
| [DEUBEL ELIZABETH ANN](https://search.stillhousedata.com/person/782993) | DESIGNATED PRINCIPAL | — |
| [Phillip Michael Plant](https://search.stillhousedata.com/person/1682196) | LIMITED PARTNER | — |
| [James Theodore Oakley](https://search.stillhousedata.com/person/1682197) | LIMITED PARTNER | — |
| [Elizabeth Blanchard Ragan](https://search.stillhousedata.com/person/1682198) | MANAGING DIRECTOR/DESIGNATED PRINCIPAL CHIEF COMPLIANCE OFFICER | — |
| [Sydney Coronado](https://search.stillhousedata.com/person/1682199) | FINOP | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/44971/brochure
- Similar advisers: https://search.stillhousedata.com/firm/44971/similar
- Related entities: https://search.stillhousedata.com/firm/44971/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/44971

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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.