Statesman Corporate Finance, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
142327
Registered since
March 15, 2007

Firm profile

FINTRX

Overview

Statesman Corporate Finance, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is SEC-registered (initial registration year listed as 2007) and is owned by an individual. The available profile frames Statesman Corporate Finance more as a corporate finance/advisory entity than as a traditional registered investment adviser focused on discretionary asset management. The dataset records several regulatory and operational flags that help clarify how the firm positions itself: it is not identified as a capital allocator, it does not report being an active ESG investor, it is not listed as a multi-state adviser, and it is not categorized as a pension consultant or related adviser. The snapshot does not include descriptive detail about the firm’s fee model, client segments, or the specific advisory activities it conducts, so the public profile centers on its legal form and regulatory classification rather than an investment product lineup.

Assets & Accounts

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

Contacts

3 of 17
  • Sidney Shaver

    Sidney Shaver

    Investment BankerCRD 4223492

  • David Sargent

    David Sargent

    Senior AdvisorCRD 1073121

  • Scott Actkinson

    Scott Actkinson

    Compliance OfficerCRD 1437005

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1900 West Loop S
Time zone
CT (UTC-6)
Office locations

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