# Threadgill Financial, LLC

> Threadgill Financial, LLC is an SEC-registered investment advisory firm in The Woodlands, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 174865
- Filed as: THREADGILL FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174865
- AdvisorCensus page: https://advisorcensus.com/firm/threadgill-financial-llc-the-woodlands-tx-174865

## Quick answers

**How is Threadgill Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Threadgill Financial, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Threadgill Financial, LLC charge?**
Its Form ADV Part 2A brochure dated July 31, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $10,000,000: 0.8% a year; $10,000,000 to $20,000,000: 0.5% a year; $20,000,000 to $40,000,000: 0.25% a year; Above $40,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Threadgill Financial, LLC located?**
Threadgill Financial, LLC's principal office is in The Woodlands, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Threadgill Financial, LLC registered with the SEC or a state?**
Threadgill Financial, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 174865.

**How much does Threadgill Financial, LLC manage?**
Threadgill Financial, LLC reports $399,419,091 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Threadgill Financial, LLC's assets and staff changed since 2021?**
In the Form ADV data for Threadgill Financial, LLC: Regulatory assets under management: $255,300,000 in the October 2021 data and $399,419,091 in the October 2026 data, up 56%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Threadgill Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (235); high net worth individuals (146).

**Which custodians does Threadgill Financial, LLC use?**
Threadgill Financial, LLC'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 Threadgill Financial, LLC 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/174865

**Does Threadgill Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 31, 2026 says: "Our minimum account opening balance is $500,000 which may be negotiable based upon certain circumstances."

**What changed in Threadgill Financial, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Up to $1,000,000: 1% a year
- $1,000,000 to $10,000,000: 0.8% a year
- $10,000,000 to $20,000,000: 0.5% a year
- $20,000,000 to $40,000,000: 0.25% a year
- Above $40,000,000: see the brochure

> 1% Under $1 Million 0.80% 1-$10 Million 0.50% Next $10 Million 0.25% Next $20 Million

> The fee listed above is the annual cost. Fees are billed quarterly in arrears and are calculated based on account balances for the preceding quarter.

> The fee shown above is an annual fee and may be negotiable based upon certain circumstances.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Our minimum account opening balance is $500,000 which may be negotiable based upon certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $399,419,091
- Discretionary: $399,419,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 235 | $93,772,838 |
| High net worth individuals | 146 | $305,646,253 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 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.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- League City, TX

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $255,300,000 | 2 | September 15, 2021 |
| October 2022 | $298,485,287 | 2 | January 18, 2022 |
| October 2023 | $283,898,008 | 2 | January 4, 2023 |
| October 2024 | $325,004,192 | 3 | August 14, 2024 |
| October 2025 | $376,136,246 | 2 | February 18, 2025 |
| October 2026 | $399,419,091 | 3 | July 31, 2026 |

Regulatory assets under management: $255,300,000 in the October 2021 data and $399,419,091 in the October 2026 data, up 56%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Threadgill Financial, LLC (CRD 174865): Form ADV filing data as of October 2026.