# Dickson Financial Group, LLC.

> Dickson Financial Group, LLC. is a state-registered investment advisory firm in Comfort, TX, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 292258
- Filed as: DICKSON FINANCIAL GROUP, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Comfort, TX
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292258
- AdvisorCensus page: https://advisorcensus.com/firm/dickson-financial-group-llc-comfort-tx-292258

## Quick answers

**How is Dickson Financial Group, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Dickson Financial Group, LLC. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Dickson Financial Group, LLC. located?**
Dickson Financial Group, LLC.'s principal office is in Comfort, TX, according to its Form ADV.

**Is Dickson Financial Group, LLC. registered with the SEC or a state?**
Dickson Financial Group, LLC. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292258.

**How much does Dickson Financial Group, LLC. manage?**
Dickson Financial Group, LLC. reports $6,466,162 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (55% discretionary).

**What types of clients does Dickson Financial Group, LLC. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (3).

**Does Dickson Financial Group, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292258

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,466,162
- Discretionary: $3,583,940
- Non-discretionary: $2,882,222

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $70,000 |
| High net worth individuals | 28 | $6,396,162 |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dicksonfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dickson Financial Group, LLC. (CRD 292258): Form ADV filing data as of October 2026.