Halcyon Global Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$200,273,433
Clients
144
Advisors
1
of 2 employees
About
Halcyon Global Advisors provides discretionary asset management and project-based financial planning and consulting to individuals, high-net-worth individuals, corporations, and other business entities. Its portfolio services cover custodial accounts invested in stocks, bonds, mutual funds, ETFs, REITs, and options, with client-specific Investment Policy Statements guiding implementation.
The firm’s investment process combines fundamental and quantitative analysis with modern portfolio theory and a generally long-term strategy, and accounts are reviewed at least annually. Accounts are typically managed on a discretionary basis, and Halcyon may enter into negotiated performance-based fee arrangements for qualified clients.
Halcyon is an uncommon sponsor of a wrap-fee program and, according to its brochure, offers only wrap programs to clients, which bundles management, transaction costs, and fund expenses into a single program. The firm also notes it may pay estate-planning or tax-preparation services on a case-by-case basis, participates in Schwab Advisor Services for custody and institutional support, and does not vote client proxies (clients retain responsibility for proxy voting).
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,500 to $7,500, negotiable and based on complexity.
$0 - $500,000: 2.50% $500,000 - $1,000,000: 1.50% $1,000,000+: 1.25%
Performance fee: 1.00% management fee plus 20% of returns exceeding a 5% net excess return, only for qualified clients.
Account minimum: $200,000 (may be waived by Halcyon in its discretion)
Main office
15660 Dallas Parkway, Suite 1425
Dallas TX 75248
Advisors at this office
1
Most active in
Texas
Also doing business as
Halcyon Global Advisors · Halcyon Global Advisors, LLC · Parkhurst, Jeffrey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")