SOFTVEST ADVISORS

400 Pine Street
Suite 1010
Abilene, Texas 79601
Tel: 325-677-6177

About SOFTVEST ADVISORS

SOFTVEST ADVISORS, formally registered with the SEC as SOFTVEST ADVISORS. The firm was established in 02/19/2019. They have over 3 offices throughout the country.

SOFTVEST ADVISORS is a Abilene, Texas based Financial Planning firm with nearly $544,212,500 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300084
SEC#	801-114671
Assets Managed by Firm	$544,212,500
No. of Clients	6
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PROVIDE ANALYSIS TO AN INDEPENDENT INSURANCE COMPANY UPON REQUEST RELATED TO A FIXED INCOME PORTFOLIO.)

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$544,212,500

More Retirement Planning firms in Abilene, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Abilene, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.