SPINDLETOP COMMONWEALTH ADVISORS LLC

RIASEC Registered
Total AUM
$30.5M
Discretionary
$30M
98% of AUM
Avg account
$321K
Accounts
95
Employees
1
Advisory reps
1

Firm details

Headquarters
BEAUMONT, Texas
CRD number
145518
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI81.89%
  • Individuals16.38%
  • Corporations / Businesses1.74%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Spindletop Commonwealth Advisors LLC is a small, fee-based registered adviser that centers its portfolios on public equity exposure while maintaining targeted allocations to real assets and energy-related alternatives. The firm manages client portfolios primarily through exchange-traded equities — both ETFs and individual stocks — using those liquid positions as the core of portfolios. Supplementing the equity core, the adviser sources third-party alternative managers for real estate, commodities and oil & gas strategies to add diversification, income and inflation protection to client allocations. The business targets individuals, families and smaller institutional relationships, with primary advisory activity described as portfolio management for individuals and small businesses. Fee arrangements are percentage-of-AUM based. Spindletop Commonwealth is not identified as an active ESG investor and operates under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 20%, US Government Bonds 12%, Cash & Cash Equivalents 10%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds20%
  • US Government Bonds12%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • DANIEL WEINBAUM

    OwnerCRD 733674

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BEAUMONT, TX

JEFFERSON

Location

BEAUMONT, TX

Headquartered in BEAUMONT, TX, in the South of the United States.

Region
South
County
JEFFERSON
Address
3450 Eastex Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth