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Travis Street Advisors, L.L.C. (Dallas)


Travis Street Advisors, L.L.C. is a related adviser based in Dallas. It manages $21.91 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Texas.




Travis Street Advisors, L.L.C provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Travis Street Advisors, L.L.C: assets under management

The assets under management (AUM) of Travis Street Advisors, L.L.C. is $21.91 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.63 million in discretionary accounts and $6.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $381.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $627.49 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Travis Street Advisors, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Travis Street Advisors, L.L.C. performs its advisory services is located at 3500 Oak Lawn Avenue, Dallas, TX 75219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-752-5430 or by fax 214-752-5431. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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