AdvisorCensus / Financial advisors / Texas / Dallas / Perryman Financial Advisory, Inc.
Perryman Financial Advisory, Inc. is an SEC-registered investment advisory firm in Dallas, TX, registered since 1994, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Perryman Financial Advisory, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Perryman Financial Advisory, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.
How much does Perryman Financial Advisory, Inc. charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $200 to $300 an hour (financial planning); Flat fee: $5,000 to $10,000 (a comprehensive written financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Perryman Financial Advisory, Inc. located?
Perryman Financial Advisory, Inc.'s principal office is in Dallas, TX, according to its Form ADV.
Is Perryman Financial Advisory, Inc. registered with the SEC or a state?
Perryman Financial Advisory, Inc. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107653.
How much does Perryman Financial Advisory, Inc. manage?
Perryman Financial Advisory, Inc. reports $1,024,110,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Perryman Financial Advisory, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Perryman Financial Advisory, Inc.: Regulatory assets under management: $517,051,850 in the October 2021 data and $1,024,110,000 in the October 2026 data, up 98%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Perryman Financial Advisory, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (280); high net worth individuals (230); pension and profit sharing plans (but not the plan participants or government pension plans) (16).
Which custodians does Perryman Financial Advisory, Inc. use?
Perryman Financial Advisory, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Perryman Financial Advisory, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107653
Does Perryman Financial Advisory, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We have imposed a minimum account size of $250,000 in assets to be managed by us. We will aggregate related accounts in the same household to meet account minimums." "We can make an exception to this minimum from time to time based on individual factors."
What changed in Perryman Financial Advisory, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $796,307,000 to $1,024,110,000 (+29%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We have imposed a minimum account size of $250,000 in assets to be managed by us. We will aggregate related accounts in the same household to meet account minimums.
We can make an exception to this minimum from time to time based on individual factors.
Hourly rate: $200 to $300 an hour (financial planning)
The brochure's wording
Financial planning fees are charged at an hourly rate of $200 to $300, depending on the extent to which specialized knowledge and experience are required.
Flat fee: $5,000 to $10,000 (a comprehensive written financial plan)
The brochure's wording
We charge a fixed fee . Our fee range for a comprehensive plan is $5,000 to $10,000, depending on the plan's complexity.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,024,110,000 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1994 (31 years)
- Employees
- Total: 8. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,024,110,000 | 8 | March 31, 2026 |
| October 2025 | $796,307,000 | 8 | March 24, 2025 |
| October 2024 | $670,275,000 | 9 | March 11, 2024 |
| October 2023 | $520,931,000 | 8 | March 7, 2023 |
| October 2022 | $581,608,000 | 8 | May 27, 2022 |
| October 2021 | $517,051,850 | 7 | February 4, 2021 |
Regulatory assets under management: $517,051,850 in the October 2021 data and $1,024,110,000 in the October 2026 data, up 98%.
Total employees: 7 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $796,307,000 to $1,024,110,000 (+29%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Perryman Financial Advisory, Inc. (CRD 107653): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653