S
Spindletop Commonwealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,000,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
35
63% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$857,143
About
Spindletop CommonWealth Advisors serves individuals, trusts, and estates with ongoing investment supervisory services and integrated planning for estate, retirement, college, and tax management. Its services are tailored to each client’s objectives and coordinated with assets held outside the advisory relationship.
The firm uses a dynamic asset allocation approach across domestic and international equities, tax-free and taxable fixed income, REITs, natural resource holdings, cash and tactical investments, and employs fundamental, technical and cyclical analysis. It manages accounts on both discretionary and non-discretionary bases and may implement active strategies including short-term trading, option writing, margin transactions and short sales.
Noteworthy operational features include a relatively small, focused client roster with fee arrangements negotiated to individual circumstances, which can support more customized relationships. The firm does not aggregate or block trades, allows clients to direct brokerage, does not vote client proxies, and emphasizes coordination of outside assets—practices that can affect execution, reporting and client control compared with many peers.
Client services
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Active portfolio management
Fee options
Fees may also be assessed on a fixed, flat-fee basis as negotiated with client.
$0+: Equities: no more than 1.50% $0+: Fixed Income: no more than 1.00%
Account minimum: $250,000 Fee-only: Fees assessed on fixed, flat-fee basis and/or percentage of assets under management as negotiated with client; asset-based fees charged annually, typically no more than 1.50% for equities and no more than 1.00% for fixed income.
Main office location
Spindletop Commonwealth Advisors LLC
3450 Eastex Fwy
Beaumont TX 77703, United States
Number of offices
1
Most active in
Spindletop Commonwealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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