FANNIN ADVISORY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
311069
Registered since
October 13, 2020

Firm profile

FINTRX

Overview

Fannin Advisory, LLC is a small, SEC-registered investment adviser formed in 2020 that appears focused on sponsoring and managing private venture capital vehicles rather than running traditional advisory relationships. The firm is structured as a limited liability company with an industry affiliation to an insurance company, which suggests its activities are aligned with private-capital deployment and fund management rather than broad retail wealth management. It is classified as an unclassified adviser, is not a multi-state adviser, and is not identified as an active ESG investor. The firm’s profile indicates it operates primarily as a fund sponsor/manager: it does not present as a capital allocator in the conventional sense, and it does not list pension consulting or related-adviser functions. Given that emphasis, Fannin Advisory’s manager allocation interest is concentrated on private venture investments and managing investor commitments and ownership stakes within those funds.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • MARK WORSCHEH

    Partner, CFOCRD 1994497

Contacts

1 of 1
  • Michael Youtt

    General CounselCRD 7526528

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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
3900 Essex Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth