Penney Financial, LLC
● SEC registered since 2021CRD 282084SEC# 801-122353Houston, TX
Reg. AUM
$303.5M
Employees
3
Accounts
465
Location
Houston, TX
Penney Financial, LLC assets under management
Penney Financial, LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2021. It reports $303.5 million in regulatory assets under management and employs 3 people.
Penney Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron John Penney Control | Cco/Managing Director | Over 75% | 2015 |
Frequently asked questions
How much does Penney Financial, LLC manage?
Penney Financial, LLC reports $303.5 million in regulatory assets under management on its Form ADV.
How many employees does Penney Financial, LLC have?
Penney Financial, LLC reports 3 employees.
Where is Penney Financial, LLC located?
Penney Financial, LLC is based in Houston, TX and has been SEC-registered since 2021.
Does Penney Financial, LLC disclose fund performance?
Penney Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 825 Town and Country Lane, 12th Fl, Houston, TX 77024-4563 |
| Phone | 713-300-5165 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 2049857 |
| Discloses disciplinary history | No |
Regulatory AUM
$303.5M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$303.5Mregulatory AUM
Discretionary $303.5M