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RIATA CAPITAL GROUP, LLC

4550 Travis Street
Suite 500
Dallas, Texas 75205
Tel: 214-740-3600

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About RIATA CAPITAL GROUP, LLC

RIATA CAPITAL GROUP, LLC, formally registered with the SEC as RIATA CAPITAL GROUP, LLC. The firm was established in 07/20/2020. They have over 1 offices throughout the country.

RIATA CAPITAL GROUP, LLC is a Dallas, Texas based Financial Planning firm with nearly $803,552,000 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#289948
SEC#801-119145
Assets Managed by Firm$803,552,000
No. of Clients17
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (MONITORING FEES & ON-BOARDING FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total17$803,552,000

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