Penney Financial
Penney Financial is an SEC-registered wealth manager in Houston, TX with $303.5M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Penney Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282084, SEC 801-122353, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $303.5M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 3
- Clients
- 110
- CRD
- 282084
- Ownership
- PENNEY, CAMERON, JOHN
How much AUM does Penney Financial have?
Penney Financial reported $303.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Penney Financial?
Disclosed owners and executives of Penney Financial include PENNEY, CAMERON, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.