A complete list of active advisors currently associated with Threadgill Financial, LLC

Warmer can help you find a great advisor at Threadgill Financial, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Threadgill Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.