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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 |
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