Fireside Capital Advisors
Fireside Capital Advisors is an SEC-registered wealth manager in Dallas, TX with $236.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Fireside Capital Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329297, SEC 801-129657, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $236.6M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 4
- Clients
- 140
- CRD
- 329297
- Ownership
- DWIGHT, TIMOTHY, LAWRENCE; Wynne, Rebecca, J
How much AUM does Fireside Capital Advisors have?
Fireside Capital Advisors reported $236.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Fireside Capital Advisors?
Disclosed owners and executives of Fireside Capital Advisors include DWIGHT, TIMOTHY, LAWRENCE, Wynne, Rebecca, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.