Align Financial Advisors, LLC
CRD 333905SEC# 801-131581McKinney, TX
No longer SEC-registered. Align Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$61.1M
Employees
3
Accounts
254
Location
McKinney, TX
Align Financial Advisors, LLC assets under management
Align Financial Advisors, LLC is an investment advisory firm registered with the SEC based in McKinney, TX. It reports $61.1 million in regulatory assets under management and employs 3 people.
Align Financial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey C Sandt Control | Co-Owner/Advisor | 25-50% | 2024 |
| Karla Jeannene Martin Control | Co-Owner/Advisor | 25-50% | 2024 |
| Lori Beth Givens Control | Co-Owner/Advisor/Cco | 25-50% | 2024 |
Frequently asked questions
How much does Align Financial Advisors, LLC manage?
Align Financial Advisors, LLC reports $61.1 million in regulatory assets under management on its Form ADV.
How many employees does Align Financial Advisors, LLC have?
Align Financial Advisors, LLC reports 3 employees.
Where is Align Financial Advisors, LLC located?
Align Financial Advisors, LLC is based in McKinney, TX.
Does Align Financial Advisors, LLC disclose fund performance?
Align Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6401 Eldorado Pkwy, Suite 420, McKinney, TX 75070 |
| Office hours | 5-Sep |
| Discloses disciplinary history | No |
Regulatory AUM
$61.1M▲ 55%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$61.1Mregulatory AUM
Discretionary $56.8MNon-discretionary $4.3M