Storehouse Financial LLC

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Assets, Funds, Holdings

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Storehouse Financial LLC
CRD #140738
SEC #801-122416
CIK #
AUM $174.1 MM (2024-07-09)
Employees 4 (75% Investors, 50% Brokers)
Phone877-305-3233
Address3200 Riverfront Dr
Fort Worth, TX 76107
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,168 124.3
(b) Individuals (high net worth individuals) 26 47.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 2.3
(h) Charitable organizations 2 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,197 174.1
By Discretionary
Discretionary 1,197 174.1
Non-Discretionary 0 0.0
Total 1,197 174.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 174.1
Total 1,197 174.1
Comparable Firms State AUM ($BB)
Udine Wealth Management Inc
FL 0.2
HARA Capital LLC
WA 0.2
AG Morgan Financial Advisors LLC
NY 0.2
Chronos Capital Advisors LLC
FL 0.2
Northland Capital Management LLC
MN 0.2
Parker Financial Advisors LLC
TX 0.2
Nvest Wealth Strategies Inc
OH 0.2
Eliot Finkel Investment Counsel LLC
CA 0.2
Alcosta Capital Management Inc
CA 0.2
Commons Capital LLC
MA 0.2
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