Nobles & Richards Advisors, LLC

RIASEC Registered

Total AUM

$35.4M

Discretionary

$1M

3% of AUM

Avg account

$274K

Accounts

129

Employees

3

Advisory reps

7

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

FINTRX

Overview

Nobles & Richards Advisors, LLC is a privately held advisory firm that serves individual and family clients with financial planning and portfolio management services. The firm provides discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional/business clients, and its fee arrangements include percentage-of-AUM, hourly, fixed-fee, commission, and other structures. Industry relationships include affiliations with a broker‑dealer and an insurance company. The firm reports no active ESG investing program.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 5

Cipriano Gomez
Investment Advisor RepresentativeCRD 4351711
Terri Herring
FinOpCRD 5624874
Joy Martinsen
Registered RepresentativeCRD 2008075

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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