This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$399MItem 5.F on the latest filing (2026-07-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$399M

Private client RAUM

$399MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$200Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

901

Individual clients

235

High net worth clients

146

SEC number

801-112505

CRD

174865

Filings on the tape

24

First filed

Jan 25, 2018

Latest filed

Jul 31, 2026

Organised

Limited Liability Company, TX

Website

threadgillfinancial.com

• Occurred

  Jan 4, 2019
  Control person left

  Reese Adam Threadgill (Owner) no longer on Schedule A of Threadgill Financial, Llc (listed 2018-02-23, absent 2019-01-04)

  Form ADVobserved 3 days ago
• Occurred

  Jan 25, 2018
  First Form ADV filing

  Threadgill Financial, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1c1cccfe-c2d7-6cc2-73c8-d4fc6697ef33

First observed

Jan 25, 2018

Last observed

Jul 31, 2026 50 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.