Storehouse Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$238,303,292
Clients
1,330
Advisors
5
of 6 employees
About
Storehouse Financial serves individual and high-net-worth clients as well as trusts, estates, pension plans, and other entities with a mix of discretionary asset management and financial planning and consulting services. The firm delivers ongoing portfolio supervision across a broad set of securities, including mutual funds, stocks, bonds, ETFs, REITs, and options, and implements client-specific investment policy statements.
The firm’s investment process combines fundamental, technical, and cyclical analysis and can include use of leveraged and inverse ETFs as part of its strategies; accounts are typically managed on a discretionary basis with reviews triggered by market events or changes in a client’s circumstances. Storehouse also offers negotiable performance-based fee arrangements for qualified clients, a compensation structure that the brochure notes can create incentives and is managed through internal procedures to mitigate conflicts.
Storehouse is distinctive among peer teams in two respects: it maintains a high client-to-advisor ratio (over 200 clients per advisor), reflecting a practice model that relies on standardized processes and custodial platform services to support a large client base, and it is affiliated with an accounting firm—several supervised persons are licensed accountants and the firm discloses potential conflicts when recommending accounting or tax-preparation services while noting that clients are under no obligation to use affiliated services.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.0% $5,000,001+: 0.5%
Negotiable hourly fees for financial planning and consulting services
Performance fee of 1.00% management fee plus 50% of returns over 8% hurdle rate, billed quarterly in arrears, negotiated individually and only for qualified clients
Main office
3200 Riverfront Dr., Suite 204
Fort Worth TX 76107
Advisors at this office
5
Most active in
California · Colorado · Florida · Georgia · Kansas · Louisiana · Missouri · North Carolina · Texas · Washington
Also doing business as
Storehouse · Storehouse Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Quick links
Advisors at this firm
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)