Openair Financial, LLC
Openair Financial, LLC is an SEC-registered mass-market adviser in Southlake, TX with $318.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Openair Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300362, SEC 801-127377, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $318.0M (2026-06-16)
- Firm type
- Mass-Market Adviser
- Location
- Southlake, TX
- Employees
- 7
- Clients
- 860
- CRD
- 300362
- Ownership
- FIELDS, STEWART, EMBRY; LAWTON, JONATHAN, KENT; MASSENBURG, CHRIS, R
How much AUM does Openair Financial, LLC have?
Openair Financial, LLC reported $318.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Openair Financial, LLC?
Disclosed owners and executives of Openair Financial, LLC include FIELDS, STEWART, EMBRY, LAWTON, JONATHAN, KENT, MASSENBURG, CHRIS, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.