Stotts Group, Inc. (Dallas)


Stotts Group, Inc. is a large advisory firm based in Dallas. It manages $43.98 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Stotts Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stotts Group: assets under management

The assets under management (AUM) of Stotts Group, Inc. is $43.98 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.03 million in discretionary accounts and $13.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.51 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.79 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stotts Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Stotts Group, Inc. performs its advisory services is located at 4117 Woodcreek, Dallas, TX 75220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-366-0505 or by fax 214-366-0506. The normal business hours are 9 am-5 pm on Monday - Friday.

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