{
  "crd_number": 107653,
  "slug": "perryman-financial-advisory-inc-dallas-tx-107653",
  "primary_business_name": "PERRYMAN FINANCIAL ADVISORY, INC.",
  "legal_name": "PERRYMAN FINANCIAL ADVISORY, INC.",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1994-12-23",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1024110000.0,
  "raum_discretionary": 1024110000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 152770000.0,
      "count": 280
    },
    "pension_profit_sharing": {
      "raum": 33120000.0,
      "count": 16
    },
    "high_net_worth_individuals": {
      "raum": 838220000.0,
      "count": 230
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "CA",
    "CO",
    "IL",
    "LA",
    "OK",
    "TX",
    "VA"
  ],
  "websites": [
    "https://billperryman.com",
    "https://facebook.com/PERRYMANFINANCIALADVISORY",
    "https://linkedin.com/COMPANY/PERRYMAN-FINANCIAL-ADVISORY-INC-?TRK=TYAH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107653",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653",
  "display_name": "Perryman Financial Advisory, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Perryman Financial Advisory, Inc. (CRD 107653): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Perryman Financial Advisory, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "How much does Perryman Financial Advisory, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Perryman Financial Advisory, Inc. located?",
      "a": "Perryman Financial Advisory, Inc.'s principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is Perryman Financial Advisory, Inc. registered with the SEC or a state?",
      "a": "Perryman Financial Advisory, Inc. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107653."
    },
    {
      "q": "How much does Perryman Financial Advisory, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Perryman Financial Advisory, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Perryman Financial Advisory, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Perryman Financial Advisory, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Perryman Financial Advisory, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Perryman Financial Advisory, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Perryman Financial Advisory, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $796,307,000 to $1,024,110,000 (+29%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 517051850.0,
      "total_employees": 7,
      "filing_date": "2021-02-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 581608000.0,
      "total_employees": 8,
      "filing_date": "2022-05-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 520931000.0,
      "total_employees": 8,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 670275000.0,
      "total_employees": 9,
      "filing_date": "2024-03-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 796307000.0,
      "total_employees": 8,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1024110000.0,
      "total_employees": 8,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $796,307,000 to $1,024,110,000 (+29%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 to $300 an hour (financial planning)",
      "Flat fee: $5,000 to $10,000 (a comprehensive written financial plan)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $300 an hour (financial planning)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $10,000 (a comprehensive written financial plan)"
        ],
        "quotes": [
          "We charge a fixed fee . Our fee range for a comprehensive plan is $5,000 to $10,000, depending on the plan's complexity."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "a comprehensive written financial plan"
        }
      ]
    },
    "quotes": [
      "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.",
      "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.",
      "We charge a fixed fee . Our fee range for a comprehensive plan is $5,000 to $10,000, depending on the plan's complexity."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 280,
      "fewer_than_5": false,
      "raum": 152770000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 230,
      "fewer_than_5": false,
      "raum": 838220000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 33120000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107653",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}