Mdt Financial Advisors, LLC
● SEC registered since 2026CRD 340925SEC# 801-135557Webster, TX
Reg. AUM
$294M
Employees
7
Accounts
644
Location
Webster, TX
Mdt Financial Advisors, LLC assets under management
Mdt Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Webster, TX. The firm has been registered since 2026. It reports $294 million in regulatory assets under management and employs 7 people.
Mdt Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Everett Taylor Control | Member | 50-75% | 2024 |
| Larry Wayne Denson Control | Member / Chief Compliance Officer | 50-75% | 2024 |
Frequently asked questions
How much does Mdt Financial Advisors, LLC manage?
Mdt Financial Advisors, LLC reports $294 million in regulatory assets under management on its Form ADV.
How many employees does Mdt Financial Advisors, LLC have?
Mdt Financial Advisors, LLC reports 7 employees.
Where is Mdt Financial Advisors, LLC located?
Mdt Financial Advisors, LLC is based in Webster, TX and has been SEC-registered since 2026.
Does Mdt Financial Advisors, LLC disclose fund performance?
Mdt 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 | 455 E Medical Center Blvd, Suite 115, Webster, TX 77598 |
| Phone | 281-938-1111 |
| Fax | 281-938-1110 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$294Mregulatory AUM
Discretionary $294M