{
  "crd_number": 148425,
  "slug": "terrell-financial-group-metairie-la-148425",
  "primary_business_name": "TERRELL FINANCIAL GROUP",
  "legal_name": "ASSET MANAGEMENT SPECIALTIES, LLC",
  "dbas": [],
  "city": "Metairie",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "35380",
  "metro": {
    "cbsa_code": "35380",
    "common_name": "New Orleans",
    "msa_name": "New Orleans-Metairie, LA",
    "path": "/advisors/la/new-orleans"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2008-11-06",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-05-01",
  "carried_forward": false,
  "raum_total": 22704019.0,
  "raum_discretionary": 22704019.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 13726169.0,
      "count": 135
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 8977850.0,
      "count": 22
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA"
  ],
  "websites": [
    "https://facebook.com/TERRELLFINANICAL",
    "https://learnwithterrellfinancial.com",
    "https://linkedin.com/IN/TERRELLFINANCIAL",
    "https://terrellfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148425",
  "city_as_filed": "METAIRIE",
  "url": "https://advisorcensus.com/firm/terrell-financial-group-metairie-la-148425",
  "display_name": "Terrell Financial Group",
  "summary": "Terrell Financial Group is a state-registered investment advisory firm in Metairie, LA, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.",
  "citation": "AdvisorCensus. Terrell Financial Group (CRD 148425): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Terrell Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Terrell Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Terrell Financial Group located?",
      "a": "Terrell Financial Group's principal office is in Metairie, LA, according to its Form ADV."
    },
    {
      "q": "Is Terrell Financial Group registered with the SEC or a state?",
      "a": "Terrell Financial Group is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148425."
    },
    {
      "q": "How much does Terrell Financial Group manage?",
      "a": "Terrell Financial Group reports $22,704,019 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Terrell Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (135); high net worth individuals (22)."
    },
    {
      "q": "Does Terrell Financial Group report any disciplinary disclosures?",
      "a": "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/148425"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/terrell-financial-group-metairie-la-148425.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 135,
      "fewer_than_5": false,
      "raum": 13726169.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 8977850.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/148425",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}