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Xenith Financial Advisory Services, LLC

Updated today

Client AUM

$6,893,766

Clients

52

Advisors

5

of 5 employees

About

Xenith Financial Advisory Services provides portfolio management and financial planning to a mix of individual and institutional clients, including high‑net‑worth individuals, charitable organizations, corporations, and pooled investment vehicles. The firm offers both discretionary and non‑discretionary management and prepares an Investment Policy Statement for each client to guide portfolio construction and ongoing monitoring.

The firm’s investment process combines fundamental, quantitative, technical, and modern‑portfolio‑theory analysis and employs a range of strategies from long‑term holdings to short sales, margin, and options trading. Xenith also manages and advises pooled vehicles, including a private fund for which it acts as general partner and that is administered with NAV‑based fee billing.

What distinguishes Xenith from many peer team firms is its role as a private fund adviser and fund sponsor, and its provision of portfolio management for pooled vehicles alongside individual accounts. The firm has a small advisory team with modest AUM and a recent state disciplinary order related to an actively managed, highly concentrated trading strategy that resulted in a temporary suspension of the firm’s registration and required repayment of certain management fees.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities

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Fee options

Fixed

Up to $1,500 fixed fee for financial planning services.

Percentage

$0+: 1.00% annually on passively managed assets $0+: 2.50% annually on actively managed assets

Main office

Fort Worth TX

Advisors at this office

5

Most active in

Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Kyle C

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Kyle Cavin is a financial advisor with Xenith Financial Advisory Services, LLC in Fort Worth, TX. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role since 2021, Cavin has been affiliated with the Scottish Rite Hospital for Children since 2006. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and manages both individual accounts and pooled investment vehicles, including a private fund.

Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities
user avatar

Randall H

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Randall Hall is a financial advisor at Xenith Financial Advisory Services, LLC with seven years of industry experience and holds a Series 65 credential. He has worked at Xenith and Discover Market Wealth LLC since 2019 and is also a part-time Worship Pastor at First Baptist Church Duncanville, where he leads the choir and organizes worship services. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analysis and manages both individual accounts and pooled investment vehicles.

Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities
user avatar

Timothy W

Series 63, Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Timothy Walsh is a financial advisor with Xenith Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at multiple firms including XF Investments, LLC and Fortune Financial Services, Inc., and operates an insurance agency offering property and casualty, life and health insurance, prepaid legal services, credit and debt repair services, and trust services. Walsh is also involved in a nonprofit effort aimed at supporting church-planting initiatives. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis and manages both individual accounts and pooled investment vehicles.

Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities
user avatar

Anand R

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Anand Rajagopalan is a Series 65-registered advisor with Xenith Financial Advisory Services, LLC, based in Fort Worth, TX, and has three years of industry experience. He has worked at several firms including Citi and BMO Harris. In addition to his advisory role, Anand operates a registered tax advisory firm offering tax preparation and bookkeeping services. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, utilizing a blend of fundamental, quantitative, technical, and modern-portfolio-theory analysis. The firm manages both individual accounts and pooled investment vehicles, including private funds, and customizes investment policies for clients.

Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities
user avatar

Robert J

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Robert Johnson is a financial advisor with Xenith Financial Advisory Services, LLC in Fort Worth, TX. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role since 2021, he has worked at McManus & Johnson Consulting Engineers, LLC since 2013. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a multifaceted investment approach that integrates fundamental, quantitative, technical, and modern-portfolio-theory analysis, offering both discretionary and non-discretionary management.

Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities
View complete list of advisors at this firm
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