Crutchfield Securities, L.L.C.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
142156
Registered since
March 14, 2007

Firm profile

FINTRX

Overview

Crutchfield Securities, L.L.C. is organized as a limited liability company and is classified in public filings as an investment bank. The firm has been SEC-registered since 2007. Ownership is listed as a combination of a domestic entity and an individual. Public snapshot fields indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not supplied further detail on its client types, fee schedule, or specific advisory activities in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Richard Wilson

    Richard Wilson

    CFO and FINOPCRD 2949518

  • William Cornelius

    William Cornelius

    CEO, Chief Compliance OfficerCRD 6697363

Contacts

2 of 2
  • John Dollison

    John Dollison

    Managing DirectorCRD 5231729

  • Thomas Powell

    Thomas Powell

    Senior Vice PresidentCRD 6453195

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
5599 San Felipe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth