THREADGILL FINANCIAL, LLC
SEC RegisteredClear Advice for Life's Biggest Financial Decisions.
About the firm
Threadgill Financial is a private wealth planning firm for families with $1–$10 million, primarily in the Houston metro. The firm acts as fiduciaries for a handful of successful families who seek expertise and care of their financial life that is a cut above.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and financial planning, including retirement planning, cash flow planning, social security optimization, pension analysis, income planning, and tax considerations.
Who they serve
Families with $1–$10 million, primarily in the Houston metro, described as successful families seeking a high level of expertise and care for their financial life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 235 | $94M |
| High Net Worth Individuals | 146 | $306M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1 Million | 1.00% |
| Over $1 Million | 0.80% |
Data as of March 5, 2026 · 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. THREADGILL FINANCIAL, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched