D
Dallas Money Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$900,760
Total clients
1
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$900,760
About
Dallas Money Management LLC provides discretionary investment supervisory services to individuals and high‑net‑worth individuals, using client-specific Investment Policy Statements to guide portfolio construction across mutual funds, equities, bonds, ETFs and government securities. The brochure reports about $900,760 in discretionary assets under management and notes there is no account minimum; the firm currently manages assets for one client.
The firm combines charting, fundamental and technical analysis to select investments and requests discretionary trading authority to implement client plans. Its stated strategies include long- and short-term trading as well as the use of short sales, margin and options writing, and accounts are reviewed quarterly with monthly performance reporting.
What is distinctive about the firm is that the principal is also a licensed real estate broker and may offer clients real estate advice or products outside the advisory business, a relationship the brochure identifies as a potential conflict of interest. The firm also requires clients to use its recommended custodian and documents specific personal-trading restrictions for representatives, practices that differentiate it from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$1 - $2,000,000: 2.00% annually Above $2,000,000+: 1.50% annually
Main office location
Dallas Money Management LLC
Garland TX, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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