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| First Dallas Securities Inc
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|---|---|
| CRD # | 24549 |
| SEC # | 801-66208 |
| CIK # | 0001378559 |
| AUM | 335.7 M (2025-10-31) |
| Employees | 20 (45% Investors, 80% Brokers) |
| Phone | 214-954-1177 |
| Address | 2905 Maple Ave Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 36.0 | ||
| Texas Pacific Land Corp | 28.3 | ||
| Apple Inc | 17.0 | ||
| Amazon Com Inc | 8.3 | ||
| Freeport McMoran Copper & Gold Inc | 7.3 | ||
| Oneok Inc /New/ | 6.5 | ||
| Boeing Co | 6.5 | ||
| Caterpillar Inc | 6.1 | ||
| Uber Technologies Inc | 5.6 | ||
| Lilly Eli & Co | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 46.0 |
| (b) Individuals (high net worth individuals) | 99 | 240.0 |
| (c) Banking or thrift institutions | 2 | 16.9 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 25.9 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 335.7 |
| By Discretionary | ||
| Discretionary | 266 | 335.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 266 | 335.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.7 | |
| Total | 266 | 335.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001378559] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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MA | 337.3 M |
|
Evolution Advisers Inc
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|
Vestura LLC
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WI | 336.7 M |
|
Journey Financial Group Inc
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|
Agate Pass Investment Management LLC
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|
Peachtree Investment Partners LLC
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|
Apricus Wealth LLC
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SC | 335.7 M |
|
Trisperity Advisors LLC
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TX | 335.2 M |
|
Benson Investment Management Company Inc
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|
334.4 M | |
|
Envision Capital Management Inc
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