Southlake, TX logo

Southlake, TX Office

Team
Updated today
Openair Financial, LLC logo

Openair Financial, LLC

Team

Firm-wide stats for Openair Financial, LLC

Total advisors

7

Across 2 offices

Clients per advisor

123 Very High

Avg AUM per client

$369,767 Very Low

HNW client ratio

19% Low

About

OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. Its services include ongoing portfolio management tailored to client goals and risk tolerance, written financial plans addressing estate, tax, retirement and insurance topics, and public seminars and workshops that the firm describes as educational and offered at no charge.

The firm’s investment programs are discretionary and built on fundamental analysis, with strategies that can include long‑term holdings, short‑term purchases and trading; OpenAir may implement client strategies directly or via third‑party platforms, SMAs, UMAs or sub‑advisers. Client accounts are reviewed at least quarterly (and more often when warranted) for suitability, rebalancing and tax‑loss harvesting, and the firm aggregates trades for block execution where appropriate.

Noteworthy aspects in the brochure include an affiliated insurance business (OpenAir Advisory, LLC) through which firm principals devote about 10% of their time and may receive insurance commissions, a relationship the firm discloses and says it mitigates through fiduciary procedures and client disclosure. The firm also operates from multiple offices, discloses receipt of non‑cash platform benefits (technology and operational support), and generally leaves proxy voting to clients while providing voting assistance upon request.

Based on Openair Financial, LLC

Expertise

General estate planning guidance Wealth management Retirement income strategy College savings (529s, UTMA, etc.)

Based on Openair Financial, LLC

Occupation focus

Self-Employed

Based on Openair Financial, LLC

Location

280 Miron Drive

Southlake TX 76092

Advisors at this office

6

Advisors at this office

user avatar

Landon M

Series 63, Series 65

Southlake, TX

Openair Financial, LLC

Landon Mc Bride is a financial advisor at OpenAir Financial, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including AssetBuilder, Inc., Hedgeserv, Cobra Trading, TD AMERITRADE, Refinitiv US LLC, and Redi Global Technologies LLC. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment programs are based on fundamental analysis and include various strategies, with client accounts reviewed regularly for suitability and rebalancing.

General estate planning guidance Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Self-Employed
user avatar

Kenneth C

Series 66

Southlake, TX

Openair Financial, LLC

Kenneth Calhoun is a financial advisor at OpenAir Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC, Goldman Sachs Personal Financial Management, United Capital Financial Advisers LLC, and T. Rowe Price Investment Services, Inc. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis with strategies ranging from long-term holdings to short-term trading, offering tailored portfolio management and comprehensive financial plans.

General estate planning guidance Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Self-Employed
user avatar

Chris M

Series 63, Series 65

Southlake, TX

Openair Financial, LLC

Chris Massenburg is a financial advisor at OpenAir Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OpenAir Advisory, LLC since 2019. Prior to joining OpenAir Financial, he was with Lake Point Wealth Management, LLC from 2015 to 2019. Outside of investment advising, he is also active as an insurance agent through OpenAir Advisory, dedicating a portion of his time to that role. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment programs are based on fundamental analysis and include a range of strategies, with regular portfolio reviews and trade aggregation where appropriate.

General estate planning guidance Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Self-Employed
user avatar

Jonathan L

CFP®, Series 66

Southlake, TX

Openair Financial, LLC

Jonathan Lawton is a CFP® and Series 66 licensed advisor with 20 years of industry experience. He currently works at OpenAir Financial, LLC and OpenAir Advisory, LLC, where he has been since 2019. Prior to that, he held roles at GF Investment Services, LLC and Lake Point Advisory Group. In addition to his advisory work, Lawton is also an insurance agent through OpenAir Advisory. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with a range of strategies including long-term holdings and short-term trading, and client accounts are reviewed regularly for suitability and rebalancing.

General estate planning guidance Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Self-Employed
user avatar

Jeffery B

Series 65

Southlake, TX

Openair Financial, LLC

Jeffery Butler is a financial advisor at OpenAir Financial, LLC with six years of industry experience. He holds a Series 65 designation and has worked with OpenAir Financial since 2021. In addition to his advisory role, Butler is the owner and attorney at Butler Law Office, PLLC dba Atrium Legal Group, a legal practice he has maintained since 2014. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis-based investment approach with a focus on personalized portfolio management, quarterly account reviews, and offers educational workshops at no charge.

General estate planning guidance Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Self-Employed
user avatar

Stewart F

CFP®, Series 63, Series 65

Southlake, TX

Openair Financial, LLC

Stewart Fields is a CFP®-certified financial advisor at OpenAir Financial, LLC with 13 years of industry experience. He has worked at OpenAir Financial since 2019 and previously held roles at Lake Point Wealth Management, Advisor Resource Council, United Capital Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved in an affiliated insurance business, OpenAir Advisory, LLC. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment programs are discretionary and founded on fundamental analysis, offering a range of strategies tailored to client goals and risk tolerance.

General estate planning guidance Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Self-Employed
View complete list of advisors at this office
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