# Herrington Wealth Management Corporation

> Herrington Wealth Management Corporation is a state-registered investment advisory firm in Frisco, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 305202
- Filed as: HERRINGTON WEALTH MANAGEMENT CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Frisco, TX
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305202
- AdvisorCensus page: https://advisorcensus.com/firm/herrington-wealth-management-corporation-frisco-tx-305202

## Quick answers

**How is Herrington Wealth Management Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Herrington Wealth Management Corporation reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Herrington Wealth Management Corporation located?**
Herrington Wealth Management Corporation's principal office is in Frisco, TX, according to its Form ADV.

**Is Herrington Wealth Management Corporation registered with the SEC or a state?**
Herrington Wealth Management Corporation is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305202.

**How much does Herrington Wealth Management Corporation manage?**
Herrington Wealth Management Corporation reports $40,918,951 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**What types of clients does Herrington Wealth Management Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (11); charitable organizations (1).

**Does Herrington Wealth Management Corporation 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/305202

## 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: $40,918,951
- Discretionary: $40,918,951
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $6,870,609 |
| High net worth individuals | 11 | $30,566,491 |
| Charitable organizations | 1 | $3,481,846 |
| Corporations or other businesses not listed above | 1 | $5 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 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)
- herringtonwealth.com
- Facebook @herringtonwealth
- Instagram @herringtonwealth
- LinkedIn @herringtonwealth
- X @HerringtonWMC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Herrington Wealth Management Corporation (CRD 305202): Form ADV filing data as of October 2026.