J. Team Financial, Inc.
● SEC registered since 2013CRD 134104SEC# 801-78596Abilene, TX
Ranks #4,764 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$262M
Fund GAV
$9.7M
Private funds
1
Employees
11
Accounts
1,205
Location
Abilene, TX
J. Team Financial, Inc. assets under management
J. Team Financial, Inc. is an SEC-registered investment adviser based in Abilene, TX. The firm has been registered since 2013. It reports $262 million in regulatory assets under management and employs 11 people. J. Team Financial, Inc. manages 1 private fund with combined gross assets of $9.7 million, including Tfs Private Opportunities Fund, LP. By regulatory assets, it ranks 4,764 of 6,004 private fund managers.
J. Team Financial, Inc. private funds
1 funds · $9.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tfs Private Opportunities Fund, LP | Other Private | $9.7M | $25K |
J. Team Financial, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake E Marion | Shareholder; Chief Financial Officer | Under 5% | 2018 |
| Chad Brandon Hoes | Shareholder | Under 5% | 2024 |
| Harry Kyle Sheets | Shareholder | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does J. Team Financial, Inc. manage?
J. Team Financial, Inc. reports $262 million in regulatory assets under management on its Form ADV.
How many private funds does J. Team Financial, Inc. manage?
J. Team Financial, Inc. manages 1 private funds with combined gross assets of $9.7 million.
How many employees does J. Team Financial, Inc. have?
J. Team Financial, Inc. reports 11 employees.
Where is J. Team Financial, Inc. located?
J. Team Financial, Inc. is based in Abilene, TX and has been SEC-registered since 2013.
Does J. Team Financial, Inc. disclose fund performance?
J. Team Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 Cypress St., Abilene, TX 79601 |
| Phone | 325-480-1587 |
| Fax | 817-796-2709 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$262M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
AUM vs fund managersTop 79%
Larger than 21% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$262Mregulatory AUM
Discretionary $243.6MNon-discretionary $18.4M
Service providers
Auditor
Prime broker
Custodian
Administrator