Perryman Financial Advisory, Inc.

RIASEC RegisteredEst. 1994

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$1.9M

Accounts

526

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 107653
Registered since: December 23, 1994
Website: billperryman.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI81.85%
Individuals14.92%
Pension & Profit Sharing Plans3.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Perryman Financial Advisory, Inc. is an independent registered investment adviser formed in 1994 and owned by an individual. The firm serves both individual/family clients and institutional accounts, combining financial planning with discretionary portfolio management for individuals, small businesses, and institutions. It also operates as an insurance broker and maintains a broker-dealer affiliation. Compensation is mixed: percentage-of-AUM fees are used alongside hourly and fixed-fee engagements, and the firm also earns commissions. The adviser does not present itself as an active ESG investor and is not marketed as a multi-state or pension consulting specialist. It is not structured as a capital allocator to proprietary strategies; instead, it outsources alternative exposures to third-party managers.