Trophy Club, TX Office

Addington Financial Group provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals (including high-net-worth clients), businesses, corporations, and charitable organizations. Financial planning is offered as part of its managed account services rather than as a standalone, separately billed service.

The firm uses a mix of active and passive strategies and emphasizes quantitative tools—such as a portfolio optimizer and risk measures like standard deviation and the Sharpe Ratio—to design strategic asset allocations and inform rebalancing. Implementation typically includes public and institutional mutual funds, stocks, bonds, and, when appropriate, the use of third‑party managers that the firm evaluates and monitors as part of its due diligence process.

Addington Financial Group manages approximately $338 million in discretionary assets with a two-advisor team serving about 94 clients, a scale that is relatively large for a small supported adviser and may influence service delivery and reliance on sub‑advisors. The firm documents the use and risks of sub‑advisory arrangements, generally recommends Fidelity for custody and execution, and performs ongoing reviews and client reporting while including planning services without a separate charge.