Succession Financial, Inc.
● SEC registered since 2025CRD 336434SEC# 801-133743McKinney, TX
Reg. AUM
$210.3M
Employees
6
Accounts
174
Location
McKinney, TX
Succession Financial, Inc. assets under management
Succession Financial, Inc. operates as an SEC-registered investment adviser based in McKinney, TX. The firm has been registered since 2025. It reports $210.3 million in regulatory assets under management and employs 6 people.
Succession Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara J Bridgman Control | Director Of Operations And Chief Compliance Officer | Under 5% | 2023 |
| Eric Edward Wolfe Control | Managing Principal | 50-75% | 2018 |
Frequently asked questions
How much does Succession Financial, Inc. manage?
Succession Financial, Inc. reports $210.3 million in regulatory assets under management on its Form ADV.
How many employees does Succession Financial, Inc. have?
Succession Financial, Inc. reports 6 employees.
Where is Succession Financial, Inc. located?
Succession Financial, Inc. is based in McKinney, TX and has been SEC-registered since 2025.
Does Succession Financial, Inc. disclose fund performance?
Succession Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 E. Davis Street, Ste. 152, McKinney, TX 75069 |
| Phone | 214-334-6261 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210.3MNo change
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$210.3Mregulatory AUM
Discretionary $210.3M