Investment adviser · CRD 140136

COUCH HALLUM FINANCIAL GROUP

Investment adviser filing (IA)

SPICEWOOD OAKS ADVISORS, INC.

AUSTIN, TX, United States · Form ADV filed Mar 29, 2017

Regulatory AUM
$195M
Form ADV · Item 5.F
Client accounts
825
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4810 SPICEWOOD SPRINGS ROAD, SUITE 210
AUSTIN, TX, 78759, United States

CRD 140136

Filing source

Form ADV 1100636 · Mar 29, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.