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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PERRYMAN FINANCIAL ADVISORY, INC.

CRD 107653

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f38160c0-16ca-bd60-cdf1-af3a4f91c13f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 2
On other graphs: 0
Observed: Feb 13, 2012 to Mar 31, 2026
31 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=true related_bank=false bd_reps=6.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $991MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 526
Individual clients: 280
High net worth clients: 230
SEC number: 801-48109
CRD: 107653
Filings on the tape: 31
First filed: Feb 13, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, TX
Website: billperryman.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM DELYN PERRYMAN	Certified Financial Planner	DALLAS, TX	17	42	3	yes
DEBRA ANN KEITZER OUTLAW	Certified Financial Planner	DALLAS, TX	17	29	1	yes
JAMES STEPHEN PERRYMAN	Certified Financial Planner	DALLAS, TX	17	25	1	yes
NANCY KAY PHILLIPS	Certified Financial Planner	DALLAS, TX \| Dallas, TX	16	40	n/a	no
GARY LYHN ESTES	n/a	CLEBURNE, TX \| DALLAS, TX	15	58	n/a	no
Jennifer Vincent Grant	Certified Financial Planner	DALLAS, TX	9	10	1	yes
AMI BUU BAXTER	Certified Financial Planner	DALLAS, TX	6	9	n/a	yes
Lynn David Hebert	Certified Financial Planner	DALLAS, TX	5	13	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PERRYMAN, JAMES, STEPHEN	SHAREHOLDER, CHIEF COMPLIANCE OFFICER	C	yes	01/2014	Mar 31, 2026	Mar 31, 2026
PERRYMAN, WILLIAM, DELYN	PRESIDENT, SECRETARY, TREASURER	D	yes	10/1994	Feb 13, 2012	Mar 11, 2024
KEITZER OUTLAW, DEBRA, ANN	Shareholder	B	no	01/2014	Mar 31, 2026	Mar 31, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PERRYMAN SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.0B	$1.0B	8	6	0	n/a	n/a
2024	Mar 24, 2025	$796M	$796M	8	6	0	n/a	n/a
2023	Mar 11, 2024	$670M	$670M	9	5	0	n/a	n/a
2022	Mar 7, 2023	$521M	$521M	8	5	0	n/a	n/a
2021	Feb 23, 2022	$582M	$582M	8	5	0	n/a	n/a
2020	Feb 4, 2021	$517M	$517M	7	5	0	n/a	n/a
2019	Mar 24, 2020	$461M	$461M	8	5	0	n/a	n/a
2018	Mar 27, 2019	$358M	$288M	8	5	0	n/a	n/a
2017	Mar 26, 2018	$357M	$285M	8	5	0	n/a	n/a
2016	Mar 30, 2017	$358M	$294M	8	5	n/a	n/a	n/a
2015	Mar 29, 2016	$331M	$267M	7	7	n/a	n/a	n/a
2014	Mar 13, 2015	$331M	$265M	8	4	n/a	n/a	n/a
2013	Mar 13, 2014	$280M	$225M	8	4	n/a	n/a	n/a
2012	Mar 12, 2013	$238M	$188M	8	4	n/a	n/a	n/a
2011	Mar 20, 2012	$210M	$160M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$796M	28.6%	$521M	25.3%	8	8	0	0

Relationships

Registered with (9)

← Lynn David HebertAdvisorregistration: current employment
Jul 7, 2021 to presentfactForm ADV
← AMI BUU BAXTERAdvisorregistration: current employment
Sep 26, 2019 to presentfactForm ADV
← Jennifer Vincent GrantAdvisorregistration: current employment
Sep 13, 2017 to presentfactForm ADV
← GARY LYHN ESTESAdvisorregistration: current employment
Oct 27, 2010 to presentfactForm ADV
← NANCY KAY PHILLIPSAdvisorregistration: current employment
Jul 7, 2010 to presentfactForm ADV
← WILLIAM DELYN PERRYMANAdvisorregistration: previous registration
Jan 26, 2006 to Dec 31, 2007factForm ADV
← DEBRA ANN KEITZER OUTLAWAdvisorregistration: previous registration
Jul 28, 2008 to Dec 31, 2008factForm ADV
← JAMES STEPHEN PERRYMANAdvisorregistration: previous registration
Jul 28, 2008 to Dec 31, 2008factForm ADV
← RYAN WILLIAM HUEYAdvisorregistration: previous registration
Jan 7, 2009 to May 17, 2017factForm ADV

Controls (1)

← PERRYMAN, WILLIAM, DELYNOwnerPRESIDENT, SECRETARY, TREASURER, ownership code D, individual
Feb 13, 2012 to Mar 11, 2024factForm ADV

Owns (2)

← KEITZER OUTLAW, DEBRA, ANNOwnerSHAREHOLDER, ownership code B, individual
Jan 29, 2014 to Mar 11, 2024factForm ADV
← PERRYMAN, JAMES, STEPHENOwnerSHAREHOLDER, CHIEF COMPLIANCE OFFICER, ownership code B, individual
Jan 29, 2014 to Mar 11, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Perryman Financial Advisory, Inc. reported RAUM $1.0B, up 29% from $796.3M (2025-03-24 to 2026-03-31)
Form ADVobserved 6 days ago
$228M
Occurred
Mar 11, 2024
Regulatory AUM changed
Perryman Financial Advisory, Inc. reported RAUM $670.3M, up 29% from $520.9M (2024-01-03 to 2024-03-11)
Form ADVobserved 6 days ago
$149M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f38160c0-16ca-bd60-cdf1-af3a4f91c13f
First observed: Feb 13, 2012
Last observed: Mar 31, 2026 5 months 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.

PERRYMAN FINANCIAL ADVISORY, INC.

CRD 107653

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f38160c0-16ca-bd60-cdf1-af3a4f91c13f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM DELYN PERRYMAN

Certified Financial Planner

DALLAS, TX

yes

DEBRA ANN KEITZER OUTLAW

Certified Financial Planner

DALLAS, TX

yes

JAMES STEPHEN PERRYMAN

Certified Financial Planner

DALLAS, TX

yes

NANCY KAY PHILLIPS

Certified Financial Planner

DALLAS, TX | Dallas, TX

n/a

GARY LYHN ESTES

n/a

CLEBURNE, TX | DALLAS, TX

n/a

Jennifer Vincent Grant

Certified Financial Planner

DALLAS, TX

yes

AMI BUU BAXTER

Certified Financial Planner

DALLAS, TX

n/a

yes

Lynn David Hebert

Certified Financial Planner

DALLAS, TX

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PERRYMAN, JAMES, STEPHEN

SHAREHOLDER, CHIEF COMPLIANCE OFFICER

yes

01/2014

Mar 31, 2026

PERRYMAN, WILLIAM, DELYN

PRESIDENT, SECRETARY, TREASURER

yes

10/1994

Feb 13, 2012

Mar 11, 2024

KEITZER OUTLAW, DEBRA, ANN

Shareholder

01/2014

Mar 31, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PERRYMAN SECURITIES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.0B

n/a

2024

Mar 24, 2025

$796M

n/a

2023

Mar 11, 2024

$670M

n/a

2022

Mar 7, 2023

$521M

n/a

2021

Feb 23, 2022

$582M

n/a

2020

Feb 4, 2021

$517M

n/a

2019

Mar 24, 2020

$461M

n/a

2018

Mar 27, 2019

$358M

$288M

n/a

2017

Mar 26, 2018

$357M

$285M

n/a

2016

Mar 30, 2017

$358M

$294M

n/a

2015

Mar 29, 2016

$331M

$267M

n/a

2014

Mar 13, 2015

$331M

$265M

n/a

2013

Mar 13, 2014

$280M

$225M

n/a

2012

Mar 12, 2013

$238M

$188M

n/a

2011

Mar 20, 2012

$210M

$160M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$796M

28.6%

$521M

25.3%