L. B. Fisher & Company
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 7306
- Registered since
- October 29, 1976
Firm profile
FINTRXOverview
L. B. Fisher & Company is an SEC-registered corporation that first appeared on the SEC roster in 1976. The firm remains individually owned and is recorded under an unclassified regulatory designation. Public records identify it as a single-office operation rather than a multi-state adviser, and it is not listed as a capital allocator, pension consultant, or related adviser to another registered entity. Available source material does not disclose the firm’s client mix, fee schedule, advisory product lines, AUM, or public holdings. The record also notes that the firm is not flagged as an active ESG investor. Because those operational and investment details are not reported in the source, there is limited visibility into the firm’s portfolio construction, use of alternatives, or any family-office services.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Lewis Fisher
PresidentCRD 208675
Gordon Sullivan
Financial AdvisorCRD 7253487
Elizabeth Sullivan
Registered RepresentativeCRD 5221355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 16924 Preston Bend Dr
- Time zone
- CT (UTC-6)
- Office locations
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