Threadgill Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Threadgill Financial is a registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm manages over $400 million in discretionary assets and operates with a small team of two advisors serving roughly 381 client relationships.
The firm’s process blends fundamental analysis with a strategic shift away from individual-stock selection toward low‑cost ETFs (noting Vanguard, BlackRock, and Invesco as primary providers) — a change the Brochure explains is driven by concerns that AI may materially alter which companies and industries outperform. Accounts are managed on a discretionary basis, custody is generally maintained at Charles Schwab, and the firm states that clients are not able to impose securities restrictions on managed accounts.
Distinctive aspects include leadership with legal backgrounds (both principals hold J.D. degrees and one holds the CFP designation) and a founder history as a tax attorney; the Brochure also discloses a prior amended personal federal tax filing and a voluntary relinquishment of a professional designation. The firm discloses that advisors are licensed insurance agents who may recommend fixed deferred annuities and may receive commissions or incentive awards for such sales, a conflict of interest the firm says it will disclose when relevant.
Client services
Expertise
Fee options
$0 - $1 Million: 1% $1 Million - $10 Million: 0.80% $10 Million - $20 Million: 0.50% $20 Million+: 0.25%
Account minimum: $500,000
Main office
2170 Buckthorne Place, Suite 260
The Woodlands TX 77380
Advisors at this office
2
Most active in
Texas
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:
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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.
Advisors at this firm
Zachary T
Series 66
The Woodlands, TX
Threadgill Financial, LLC
Zachary Threadgill is a financial advisor with Threadgill Financial, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Threadgill Financial since 2015. Outside of his advisory role, he is involved in insurance sales. Threadgill Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm manages over $400 million in assets, focusing on low-cost ETFs from providers like Vanguard, BlackRock, and Invesco, and operates with a team of two advisors.
Adam T
CFP®, Series 65
The Woodlands, TX
Threadgill Financial, LLC
Adam Threadgill is a CFP® professional with 11 years of experience, serving as an advisor at Threadgill Financial, LLC since 2015. He holds a Series 65 license and operates from The Woodlands, TX. Threadgill is the owner of two dormant LLCs, Liberty Brew Works and Liberty Brewing, both reserved for potential future use. Threadgill Financial, LLC is a registered investment adviser managing over $400 million in discretionary assets for individual and high-net-worth clients. The firm uses a blend of fundamental analysis and low-cost ETFs in its investment approach and operates with a small team of two advisors serving approximately 381 client relationships.
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