|
⚲
|
| Keyboard |
| First Dallas Securities Inc
✚
|
|
|---|---|
| CRD # | 24549 |
| SEC # | 801-66208 |
| CIK # | 0001378559 |
| AUM | 335.7 M (2025-10-31) |
| Employees | 20 (45% Investors, 80% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-954-1177 |
| Address | 2905 Maple Ave Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001378559 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Facebook Inc | 4.7 | ||
| Johnson & Johnson | 4.0 | ||
| Microsoft Corp | 4.0 | ||
| Home Depot Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.9 | ||
| Sharkninja Inc | 3.8 | ||
| Wal Mart Stores Inc | 3.5 | ||
| Citigroup Inc | 3.4 | ||
| Chesapeake Energy Corp | 3.4 | ||
| Gaylord Entertainment Co /DE | 3.3 | ||
| Eagle Materials Inc | 3.1 | ||
| Millrose Properties Inc | 3.0 | ||
| Whirlpool Corp /DE/ | 3.0 | ||
| United Parcel Service Inc | 2.9 | ||
| Micron Technology Inc | 2.7 | ||
| Costco Wholesale Corp /NEW | 2.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.5 | ||
| Mastec Inc | 2.4 | ||
| Ikonics Corp | 2.2 | ||
| Prev | Page 1 | Next | |||
| 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 |
|---|---|---|
|
LENK Ladner Investment Solutions LLC
✚
|
MA | 337.3 M |
|
Evolution Advisers Inc
✚
|
VA | 337.2 M |
|
Vestura LLC
✚
|
WI | 336.7 M |
|
Journey Financial Group Inc
✚
|
IL | 336.5 M |
|
Agate Pass Investment Management LLC
✚
|
WA | 336.0 M |
|
Peachtree Investment Partners LLC
✚
|
335.8 M | |
|
Apricus Wealth LLC
✚
|
SC | 335.7 M |
|
Trisperity Advisors LLC
✚
|
TX | 335.2 M |
|
Benson Investment Management Company Inc
✚
|
334.4 M | |
|
Envision Capital Management Inc
✚
|
334.1 M |