Xponify, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,900,000
Clients
93
Advisors
1
of 1 employees
About
Xponify, Inc. provides discretionary portfolio management and financial planning primarily to individuals and high‑net‑worth individuals, preparing a written Investment Policy Statement for each client and managing portfolios composed largely of mutual funds, fixed income securities, equities, ETFs and insurance products, including annuities. The firm reports about $24.4 million in discretionary assets under management across roughly 93 client accounts and offers fixed‑fee financial planning engagements.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with discretionary authority to execute trades and quarterly reviews of client accounts; risk tolerance and objectives are documented in each client’s Investment Policy Statement. Xponify states a policy of fair and equitable allocation of investment opportunities among clients and does not accept performance‑based fees.
Notable distinctions in the brochure include that the firm’s principal is a licensed insurance agent who may receive commission compensation for insurance sales, a conflict of interest the firm discloses and manages by informing clients and documenting recommendations. The firm also requires clients to custody assets with a specific custodian (Altruist), does not participate in wrap fee programs, and does not aggregate trades across multiple client accounts, practices that may affect trade execution relative to many peers.
Client services
Expertise
Fee options
Fixed financial planning fees between $250 and $2,000.
$1 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001 - $5,000,000: 1.25% $5,000,001 - And Up: 1.00%
Compensation from insurance commissions, but not primary source of compensation.
Main office
Hickory Creek TX
Advisors at this office
1
Most active in
Mississippi · Texas
Also doing business as
Xponify Financial · Xponify Financial LLC · Xponify LLC · Xponify, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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