Hyvorian Financial
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Temitayo Ilori
Co-Founder, Principal & Chief Compliance OfficerCRD 8177660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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