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CRD 301810
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| COLESEN CRAIG EVANS | n/a | DALLAS, TX | 7 | 15 | 1 | no |
| WILLIAM HENRY LITTON | n/a | DALLAS, TX | 7 | 19 | 1 | no |
| Ansley Grace Bridges | n/a | DALLAS, TX | 3 | 10 | 1 | no |
| Samuel Fry Whitney | n/a | DALLAS, TX | 1 | 13 | n/a | no |
| Daniel Spencer Harper | n/a | DALLAS, TX | 0 | 10 | n/a | no |
| Scott Anthony Hoover | n/a | DALLAS, TX | Crozet, VA | 0 | 26 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EVANS, COLESEN, CRAIG | CHIEF COMPLIANCE OFFICER | D | yes | 02/2019 | Mar 27, 2026 | Mar 27, 2026 |
| LITTON, WILLIAM, HENRY | Manager | D | yes | 02/2019 | Mar 27, 2026 | Mar 27, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $278M | $263M | 8 | 6 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $278M | n/a | n/a | n/a | n/a | 8 | n/a | 0 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CYPRESS POINT WEALTH MANAGEMENT, LLC | 2 | Jul 5, 2019 | Jun 13, 2019 | DALLAS, TX | Team lift out | RIA to RIA | 40.0% |