SOLE SOURCE CAPITAL LLC

4143 Maple Avenue
Suite 240
Dallas, Texas 75219
Tel: (214) 617-4745

About SOLE SOURCE CAPITAL LLC

SOLE SOURCE CAPITAL LLC, formally registered with the SEC as SOLE SOURCE CAPITAL LLC. The firm was established in 05/20/2019. They have over 2 offices throughout the country.

SOLE SOURCE CAPITAL LLC is a Dallas, Texas based Financial Planning firm with nearly $1,411,855,127 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290032
SEC#	801-115305
Assets Managed by Firm	$1,411,855,127
No. of Clients	5
No. of Advisors	24

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$1,411,855,127

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