Nobles & Richards Advisors, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 281539
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- Individuals61.8%
- HNWI35.38%
- Charitable Organizations2.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nobles & Richards Advisors, LLC is a privately held advisory firm that serves individuals and families with financial planning and portfolio management. The firm offers a mix of billing arrangements — percentage of assets under management, hourly fees, fixed fees, commissions and other fee types — and provides both discretionary and non-discretionary portfolio services for individuals, small businesses and institutional/business clients. It does not present itself as a capital allocator and is not identified as an active ESG investor. Regulatory/industry affiliations include relationships with a broker-dealer and an insurance company.
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 Equities50%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents25%
Owners & executives
2 of 2
James Richards
Chief Financial OfficerCRD 2680389

Ilonka Nobles
President, CEOCRD 2704881
Contacts
3 of 5Cipriano Gomez
Investment Advisor RepresentativeCRD 4351711
Terri Herring
FinOpCRD 5624874

Liam Coll
Investment Advisor RepresentativeCRD 6993522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 801 E Plano Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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