RIA Intel›Advisers›Texas›DICKSON FINANCIAL GROUP, LLC.

DICKSON FINANCIAL GROUP, LLC.

Advisory

TX

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in TX
#2,448
of 2,813 advisers by AUM
Average account
$209K
across 31 accounts
AUM per adviser
$3M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM
$6M
Discretionary %
55.4%
Clients
31
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$4M
Non-Discretionary AUM$3M
Discretionary %55.4%
Total Clients31
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

JW HALL FINANCIAL LLC
SAN ANTONIO, TX
$6M
STEPHEN JONES CAPITAL MANAGEMENT, INC.
AUSTIN, TX
$6M
0.0% 1Y
KEYES CAPITAL MANAGEMENT LP
DALLAS, TX
$7M
0.0% 1Y
ANCHORY, LLC
$6M
SECOND MILE WEALTH MANAGEMENT, INC
HOUSTON, TX
$6M
BLUEPRINT RETIREMENT ADVISORS LLC
PALESTINE, TX
$6M

Get the full picture on DICKSON FINANCIAL GROUP, LLC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DICKSON FINANCIAL GROUP, LLC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans