Adviser Profile
| As of Date | 09/13/2026 |
| Registration status | Registration Changed to HERNDON PLANT OAKLEY LTD |
| ADV Location | CORPUS CHRISTI, TX, United States |
| Contact Info | 361 xxxxxxx |
| Websites |
| AUM* | 155,401,000 89% |
| of that, discretionary | 155,401,000 89% |
| Number of Employees | 3 -40% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 543,360 74% |
| % High Net Worth | 39.72% 220% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds