11 FINANCIAL
Firm details
- Headquarters
- LUFKIN, Texas
- CRD number
- 174569
- Registered since
- November 30, 2023
- Website
- choose11.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.87%
- Individuals36.3%
- Corporations / Businesses10.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
11 Financial LLC is an independent registered investment adviser that began SEC registration in 2023 and is organized as a limited liability company with individual ownership. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. It operates as a capital allocator—sourcing third‑party managers for certain strategies—and charges fees via a mix of AUM-based percentages, hourly fees, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds2%
- State & Local Bonds1%
Owners & executives
2 of 2TAYLOR KOVAR
CEO & FounderCRD 6112979
Claudia Valladares
Chief of AdvisorsCRD 7028138
Contacts
3 of 4Matthew Williamson
Financial AdvisorCRD 6840541
Ashley Owens
Financial AdvisorCRD 5993709
Joshua Vinson
Financial AdvisorCRD 6948802
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LUFKIN, TX
ANGELINA
Location
LUFKIN, TX
Headquartered in LUFKIN, TX, in the South of the United States.
- Region
- South
- County
- ANGELINA
- Address
- 504 S 1st St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
THE ASPEN EQUITY GROUP
RIAWACO, TX
MUCH WEALTH MANAGEMENT, INC.
RIASOUTHLAKE, TX
KRISHNA WEALTH PLANNING
RIAMcKinney, TX
ALLEN WEALTH ADVISORS
RIACOLLEYVILLE, TX
MATT MONTGOMERY
RIAJACKSONVILLE, TX
ASSURANCE WEALTH MANAGEMENT
RIATHE WOODLANDS, TX