Softvest Advisors

Softvest Advisors (CRD# 300084) is a financial advisory firm headquartered in Abilene, TX. They manage $544,212,500 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
400 Pine Street, Suite 1010, Abilene, TX 79601
By the Numbers
  • Total Assets Under Management
    544
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $90,702,083
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Softvest Advisors
Showing 1 - 1 of 1 top financial advisors.
1
John Daniel, financial advisor Abilene TX
John M. Daniel
CRD#: 7022160
400 Pine Street, Suite 1010, Abilene, TX 79601

John Daniel (CRD# 7022160) is an Investment Advisor Representative working at Softvest Advisors in Abilene, TX and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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