Adam Threadgill is a CFP-designated registered investment advisor at Threadgill Financial, LLC, based in The Woodlands, TX, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 381 clients with $400M 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 $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
2170 Buckthorne Place, Suite 260, The Woodlands, TX, 77380
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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
Adam owns Liberty Brew Works LLC and Liberty Brewing LLC, both dormant entities with reserved names for future use, since 2015. He currently dedicates no time to these businesses.
Employment History
Current Registrations
Threadgill Financial, LLC
State Registrations1 state
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