AdvisorCensus / Financial advisors / Texas / Dallas, TX / Folio Investments, Inc.
Financial advisors in Dallas, TX using Folio Investments, Inc.
4 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name Folio Investments, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 9823 Capital, LP | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Legacy Knight MFO, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Nexadvisors, LLC | Dallas | SEC-registered investment adviser | $25 million to $100 million |
| Vann Equity Management LLC | Plano | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Folio Investments, Inc. nationwide
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