11 Financial
Firm details
- Headquarters
- Lufkin, Texas
- CRD number
- 174569
- Registered since
- July 1, 2025
- 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 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
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
FINTRXContacts
FINTRXWealth 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
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