J C TEXAS INVESTMENT ADVISORS, LTD.

RIASEC Registered

Total AUM

$93.4M

Discretionary

$93.4M

100% of AUM

Avg account

$1.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 129565
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.78%
Corporations / Businesses1.05%
Charitable Organizations0.16%
Individuals0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

J C Texas Investment Advisors, Ltd. operates as a financial advisory firm that focuses on portfolio management for both individuals and institutions. The firm caters to a diverse client base, including individual families and institutional investors. J C Texas Investment Advisors employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not engage in ESG investing and is not classified as a multi-state adviser. Its activities are centered on providing tailored investment strategies to meet the unique needs of its clients.