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Storehouse Financial LLC

Updated today

Client assets under management

$238,303,292

Clients

1,330

3% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

222

Very High

Average account size

$179,175

About

Storehouse Financial serves individual and high-net-worth clients as well as trusts, estates, pension plans, and other entities with a mix of discretionary asset management and financial planning and consulting services. The firm delivers ongoing portfolio supervision across a broad set of securities, including mutual funds, stocks, bonds, ETFs, REITs, and options, and implements client-specific investment policy statements.

The firm’s investment process combines fundamental, technical, and cyclical analysis and can include use of leveraged and inverse ETFs as part of its strategies; accounts are typically managed on a discretionary basis with reviews triggered by market events or changes in a client’s circumstances. Storehouse also offers negotiable performance-based fee arrangements for qualified clients, a compensation structure that the brochure notes can create incentives and is managed through internal procedures to mitigate conflicts.

Storehouse is distinctive among peer teams in two respects: it maintains a high client-to-advisor ratio (over 200 clients per advisor), reflecting a practice model that relies on standardized processes and custodial platform services to support a large client base, and it is affiliated with an accounting firm—several supervised persons are licensed accountants and the firm discloses potential conflicts when recommending accounting or tax-preparation services while noting that clients are under no obligation to use affiliated services.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Real estate investing

Fee options

Percentage

$0 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.0% $5,000,001+: 0.5%

Project-based

Negotiable hourly fees for financial planning and consulting services

Performance-based

Performance fee of 1.00% management fee plus 50% of returns over 8% hurdle rate, billed quarterly in arrears, negotiated individually and only for qualified clients

Main office location

Storehouse Financial LLC

3200 Riverfront Dr., Suite 204

Fort Worth TX 76107, United States

Number of offices

3

Most active in

California · Colorado · Florida · Georgia · Kansas · Louisiana · Missouri · North Carolina · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Forrest H

Series 63, Series 65

Fort Worth, TX

Storehouse Financial LLC

Forrest Hopper is a financial advisor at Storehouse Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cabin Securities, Inc., Capital Institutional Services, Inc., Options Clearing Corp., and BBT Capital Management LLC. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage diversified portfolios aligned with client risk profiles and serves a large client base through a platform-driven model.

Active portfolio management Real estate investing
user avatar

David S

CFP®, Series 65

Fort Worth, TX

Storehouse Financial LLC

David Stull is a CFP® professional with 19 years of industry experience, currently serving at Storehouse Financial LLC since 2006. He is also the owner, president, and director of Granbury Anesthesia, P.C., a medical office outside the investment industry. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, using a mix of fundamental, technical, and cyclical analysis to guide portfolio management. The firm supports a large client base with a standardized, platform-driven model and offers performance-based fee arrangements for qualified clients.

Active portfolio management Real estate investing
user avatar

Adam S

Series 63, Series 65

Fort Worth, TX

Storehouse Financial LLC

Adam Stone is a financial advisor at Storehouse Financial LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at THRIVENT Financial and Cabin Securities Inc. Outside of advising, he serves in the U.S. Army as a Public Affairs NCO and volunteers with the Benbrook Memorial Post 10429 VFW, assisting with bookkeeping and bill payments. Storehouse Financial LLC provides discretionary asset management and financial planning to individual and high-net-worth clients, pension plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios aligned with client risk profiles, supporting a large client base through a platform-driven model.

Active portfolio management Real estate investing
user avatar

Ruben G

Series 65

Fort Worth, TX

Storehouse Financial LLC

Ruben Garcia is a financial advisor with Storehouse Financial LLC in Fort Worth, TX. He holds a Series 65 designation and has been with Storehouse Financial since 2025. Prior to his advisory role, he worked at Interstate Truck Center and spent ten years as a student. Outside of his advisory duties, he coaches baseball at the Parker County Baseball Academy and operates an eCommerce business on eBay. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis in managing portfolios tailored to client risk profiles and serves a large client base supported by a team of six advisors.

Active portfolio management Real estate investing
user avatar

Laura M

CFP®, Series 63, Series 66

Fort Worth, TX

Storehouse Financial LLC

Laura Meyers is a Certified Financial Planner® at Storehouse Financial LLC in Fort Worth, TX, with 11 years of industry experience. She has been with Storehouse Financial since 2017 and previously worked at Schulz Wealth, Ltd. from 2015 to 2017. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios tailored to client risk profiles, supporting over 3,000 clients with a team of six advisors.

Active portfolio management Real estate investing
user avatar

Stephen S

Series 65

Fort Worth, TX

Storehouse Financial LLC

Stephen Stull is a financial advisor at Storehouse Financial LLC in Fort Worth, TX, holding a Series 65 credential with 19 years of industry experience. He has been with Storehouse Financial since 2005. Outside of his advisory role, Stull owns and operates a public accounting firm, Stull, CPA, LLC, which provides tax preparation and accounting services. Storehouse Financial LLC provides discretionary asset management and financial planning for a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios tailored to client risk profiles, supporting over 3,000 clients with a team of six advisors.

Active portfolio management Real estate investing
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