Randy Humphreys is a registered investment advisor at Glynn Capital Advisors, based in Dallas, TX, with 9 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 10 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Location
Dallas, TX
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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.
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Randy is the president of Glynn Consulting Services, LLC, providing consulting services to family offices, dedicating a few hours per week. He also serves as Executive Vice President at Woodforest National Bank (nearly full-time) and manages Pluto Mountain, LLC, a company formed to manage personal and family assets (minimal time).
Employment History
Current Registrations
Glynn Capital Advisors
Previous Registrations
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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