11 Financial

RIAState Registered

Total AUM

$36.8M

Discretionary

$36.7M

100% of AUM

Avg account

$159K

Accounts

232

Employees

6

Advisory reps

5

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

FINTRX

Overview

11 Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individuals and family clients and functions as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include AUM‑based charges as well as hourly and fixed fees. The firm reports it is not an active ESG investor and lists state registrations in Alabama, California, Florida, Louisiana, Texas and Virginia.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 2

Claudia Valladares
Chief of AdvisorsCRD 7028138
Taylor Kovar
CEO & FounderCRD 6112979

Contacts

3 of 3

Matthew Williamson
Financial AdvisorCRD 6840541
Ashley Owens
Financial AdvisorCRD 5993709
Joseph Ceasar
Financial AdvisorCRD 4710017

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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

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