L. B. Fisher & Company

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
7306
Registered since
October 29, 1976

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Lewis Fisher

    PresidentCRD 208675

  • Gordon Sullivan

    Financial AdvisorCRD 7253487

  • Elizabeth Sullivan

    Registered RepresentativeCRD 5221355

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth