Cottonwood Capital Advisors
Cottonwood Capital Advisors is an SEC-registered wealth manager in Irving, TX with $347.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Cottonwood Capital Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322366, SEC 801-127478, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $347.3M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Irving, TX
- Employees
- 5
- Clients
- 210
- CRD
- 322366
- Ownership
- RUBOTTOM, JOHN, WILLIAM; SHIPLEY, STEPHEN, BARNETT; HOLT, KRISTEN, JOY
How much AUM does Cottonwood Capital Advisors have?
Cottonwood Capital Advisors reported $347.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Cottonwood Capital Advisors?
Disclosed owners and executives of Cottonwood Capital Advisors include RUBOTTOM, JOHN, WILLIAM, SHIPLEY, STEPHEN, BARNETT, HOLT, KRISTEN, JOY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.