BRAXTON FINANCIAL GROUP, LLC
Firm details
- Headquarters
- FRISCO, Texas
- CRD number
- 292903
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Braxton Financial Group, LLC is a small, individually owned limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. Its business model includes fee-for-service arrangements — percentage of assets under management, hourly fees, and fixed fees — and the firm is also registered as an “other financial product salesperson.” Filings indicate the adviser is not positioned as a multi-state or ESG-focused manager, and it does not describe itself as a capital allocator or pension consultant.
Assets & Accounts
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
- Private Funds100%
Owners & executives
1 of 1JAMES TALBERT
Chief Compliance OfficerCRD 6381816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FRISCO, TX
COLLIN
Location
FRISCO, TX
Headquartered in FRISCO, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 6136 Frisco Square Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
DAVID RHODES CANNON, C.P.A., LLC
RIAFRISCO, TX
AFFORDABLE LIFE PLANS, LLC
RIAFRISCO, TX
TWO PILLARS ASSET MANAGEMENT
RIAFRISCO, TX
SUREPATH WEALTH MANAGEMENT, LLC
RIAFRISCO, TX
MCCLURE CAPITAL ADVISORS, INC.
RIAFRISCO, TX
DATA ONE CAPITAL MANAGEMENT LLC
RIAFRISCO, TX