FANNIN ADVISORY, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 311069
- Registered since
- October 13, 2020
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MARK WORSCHEH
Partner, CFOCRD 1994497
Contacts
1 of 1Michael Youtt
General CounselCRD 7526528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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