Perryman Financial Advisory, Inc.
● SEC registered since 1994CRD 107653SEC# 801-48109Dallas, TX
Reg. AUM
$1.02B
Employees
8
Accounts
526
Location
Dallas, TX
Perryman Financial Advisory, Inc. assets under management
Perryman Financial Advisory, Inc. is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 1994. It reports $1 billion in regulatory assets under management and employs 8 people.
Perryman Financial Advisory, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Debra Ann Keitzer Outlaw | Shareholder | 10-25% | 2014 |
| James Stephen Perryman Control | Shareholder, Chief Compliance Officer | 25-50% | 2014 |
| William Delyn Perryman Control | President, Secretary, Treasurer | 50-75% | 1994 |
Frequently asked questions
How much does Perryman Financial Advisory, Inc. manage?
Perryman Financial Advisory, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Perryman Financial Advisory, Inc. have?
Perryman Financial Advisory, Inc. reports 8 employees.
Where is Perryman Financial Advisory, Inc. located?
Perryman Financial Advisory, Inc. is based in Dallas, TX and has been SEC-registered since 1994.
Does Perryman Financial Advisory, Inc. disclose fund performance?
Perryman Financial Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12221 Merit Dr Ste 1660, Dallas, TX 75251 |
| Phone | 972-770-4800 |
| Fax | 972-770-4888 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.02B▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.02Bregulatory AUM
Discretionary $1.02B