Thirteen Twenty-Two Advisors

RIASEC RegisteredEst. 2026
Total AUM
$163M
Discretionary
$163M
100% of AUM
Avg account
$220K
Accounts
743
Employees
6
Advisory reps
8

Firm details

Headquarters
Fort Worth, Texas
CRD number
339326
Registered since
January 5, 2026
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals60.3%
  • HNWI26.39%
  • Pension & Profit Sharing Plans13.15%
  • Charitable Organizations0.15%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Thirteen Twenty-Two Advisors LLC is an independent registered investment adviser that describes itself as a capital allocator for both individual and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and selection-of-advisers services; its regulatory filing also lists pension consulting among advisory activities. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, indicating a mix of ongoing portfolio management and project-based engagements. The firm is not identified as an active ESG investor and is organized as a limited liability company; its SEC registration is noted as of 2026. Industry relationships include affiliations with an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives

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: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Jonathan Bridges

    Jonathan Bridges

    President, Chief Executive OfficerCRD 5068608

Contacts

3 of 7
  • Randall Sloan

    Randall Sloan

    Wealth AdvisorCRD 7464343

  • Joseph Brownback

    Joseph Brownback

    PartnerCRD 6117373

  • Daniel Watkins

    Daniel Watkins

    Wealth AdvisorCRD 7174100

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
1200 Summit Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth