FIRST DALLAS SECURITIES, INC.
SEC RegisteredWelcome to First Dallas Securities
About the firm
Since its inception in 1989, First Dallas Securities focuses primarily on common stocks, with an educated eye on bonds and mutual funds, as a fundamental strategy for long-term investment results. The firm places a special emphasis on the southwest but searches the entire United States for companies that fit specific criteria, including core growth companies and emerging companies in various industries.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
First Dallas Securities offers investment services focused primarily on common stocks, with attention to bonds and mutual funds. The firm also provides First Dallas Online, an internet-based service enabling clients to view account positions and activity online, including access to online research.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 154 | $46M |
| High Net Worth Individuals | 99 | $240M |
| Investment Companies | 2 | — |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of October 31, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIRST DALLAS SECURITIES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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