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Fireside Capital Advisors, Inc. (Dallas)


Fireside Capital Advisors, Inc. is an adviser based in Dallas. It manages $26.78 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.

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

Fireside Capital Advisors: assets under management

The assets under management (AUM) of Fireside Capital Advisors, Inc. is $26.78 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.58 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fireside Capital Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Fireside Capital Advisors, Inc. performs its advisory services is located at 100 Highland Park Village, Dallas, TX 75205, 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 214-295-3271 or by fax 214-295-3001. The normal business hours are by appointment only on Monday - Friday.


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