Craig Caudle is a registered investment advisor at Burford Brothers, INC., based in Dallas, TX, with 32 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 223 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
7001 Preston Road, Suite 405, Dallas, TX, 75205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Craig is a passive owner and manager of Guitar Holding Company and Honey's Heritage, LLC, both family limited partnerships, dedicating minimal time to each. He also serves as a director for LRSC Ltd and Spirit in Brad, Inc., spending minimal time on each of those roles.
Employment History
Current Registrations
Burford Brothers, INC.
Previous Registrations
Lee Financial Company, LLC
II Technology, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
View Capital RIA, LP
St. James Investment Company, LLC
Summitalliance Securities, L.L.C.Broker
Liberty Funds Group
Liberty St. James
Financial Counseling Corporation
Financial Counseling CorporationBroker
Accredited Investors CO.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.