WHITLEY FINANCIAL, LLC

Overview

Whitley Financial, LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm serves an individual and family client base and charges a mix of percentage-of-AUM fees, hourly fees and fixed fees depending on the engagement. Its investment posture is equity‑centric: the advisor shows a clear preference for exchange‑traded equities and ETFs as the dominant building blocks of client portfolios. Whitley Financial is not flagged as an active ESG investor and does not report multi‑state adviser status, indicating a more locally focused practice model. Advisory work centers on tailored planning and discretionary portfolio management. Given the small scale of assets under management and the custodial relationship (see Assets & Accounts), the firm appears to deliver direct portfolio implementation rather than acting primarily as a capital allocator to third‑party funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices