Hyvorian Financial

RIASEC Registered
Total AUM
$448K
Discretionary
$448K
100% of AUM
Avg account
$44.8K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
Garland, Texas
CRD number
339194
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hyvorian Financial is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. The firm charges a mix of fee structures — percentage of assets under management, hourly fees, and fixed-fee engagements — and identifies itself as an active ESG investor. Hyvorian Financial is structured as a single-owner, individual-owned practice and does not position itself as a capital allocator or a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 97%, Non-Exchange Traded Equities 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Non-Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Temitayo Ilori

    Temitayo Ilori

    Co-Founder, Principal & Chief Compliance OfficerCRD 8177660

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Garland, TX

Dallas

Location

Garland, TX

Headquartered in Garland, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2313 Naaman School Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth