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Springwater Advisors, LLC

EST. AUM
$75,460,726

CONTACTS

CLIENT ACCOUNTS
38

Firm Details

Metro area Dallas
CRD Number 150034
Website -
Client types

Overview

Springwater Advisors, LLC is a small, SEC/state-registered investment adviser (CRD #150034) based in Corpus Christi, Texas, providing investment advisory and financial planning services to individuals, businesses, and institutional clients. The firm manages approximately $58 million in assets with a team of around three professionals, and operates in close affiliation with Herndon Plant Oakley Ltd., a Corpus Christi–based advisory and brokerage firm with which it shares investment adviser representatives (including Brent Holt and Phillip Plant) and compliance oversight (Chief Compliance Officer Elizabeth Ragan). It offers portfolio management on a discretionary and non-discretionary basis alongside fixed-fee portfolio consulting.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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