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Xenith Financial Advisory Services, LLC

Updated today

Client assets under management

$6,893,766

Clients

52

6% high-net worth

Advisors

7

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

7

Very Low

Average account size

$132,572

About

Xenith Financial Advisory Services, LLC serves a mix of individual clients (including high‑net‑worth individuals), charitable organizations, corporations and state or municipal entities, and also accepts pooled investment vehicles. The firm provides discretionary and non‑discretionary portfolio management tied to individualized Investment Policy Statements and offers standalone financial planning engagements.

The firm’s investment process combines charting, cyclical, fundamental, modern‑portfolio‑theory, quantitative and technical analysis and employs long‑ and short‑term trading, including the use of short sales, margin and options strategies where suitable. Xenith typically seeks discretionary authority to implement IPS‑based asset allocation and requires use of specified custodians for trade execution and custody.

Notably, Xenith operates and acts as general partner/manager of a private fund (Xenith Kingdom Fund, LP) and sponsors pooled investment vehicles, a service offering that is uncommon among similar team firms. The adviser discloses related business activities (including licensed insurance services and other outside roles) and the potential conflicts that arise when recommending its affiliated private fund, while stating clients are not required to invest in those vehicles.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Private / alternative investments

Fee options

Fixed

Financial planning fees up to $5,000 (negotiated fixed rate)

Percentage

2.50% annually

Main office location

Xenith Financial Advisory Services, LLC

Fort Worth TX, United States

Number of offices

1

Most active in

Louisiana · Texas

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Angela P

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Angela Pope is a financial advisor at Xenith Financial Advisory Services, LLC with four years of industry experience. She holds the Series 65 designation and has worked at Xenith since 2021. Prior to her advisory role, she was employed by Mesquite ISD from 2013 to 2020. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, charitable organizations, corporations, and municipal entities. The firm employs a comprehensive investment process utilizing multiple analytical methods and offers tailored investment policy statements for each client.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Kyle C

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Kyle Cavin is a financial advisor at Xenith Financial Advisory Services, LLC with four years of industry experience. He holds the Series 65 designation and has been with Xenith since 2021. Outside of his advisory role, he is involved with the Scottish Rite Hospital for Children, where he has been active since 2006. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and municipal entities. The firm employs a multi-method investment process and offers both discretionary and non-discretionary services tailored to each client's goals and risk tolerance.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Randall H

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Randall Hall is a financial advisor with Xenith Financial Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. He has served as a part-time worship pastor at First Baptist Church Duncanville since 2019, where his duties include leading the choir and organizing worship services. Xenith Financial Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary services tailored to each client's objectives.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Timothy W

Series 63, Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Timothy Walsh is a financial advisor with Xenith Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with several firms, including XF Investments, LLC, Fortune Financial Services, Inc., and World Choice Securities Inc. Outside of advising, he owns and operates an insurance agency offering property and casualty, life and health insurance, prepaid legal services, credit and debt repair services, and trust services. He is also involved in establishing Xenith Financial Ministries, a nonprofit focused on supporting church-planting efforts. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, charitable organizations, corporations, and municipal entities. The firm employs a multi-method investment process and offers both discretionary and non-discretionary services, tailoring investment policy statements to each client’s goals and risk tolerance.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Jeffrey H

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Jeffrey Hatley is a financial advisor with Xenith Financial Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. He has worked at Xenith since 2019 and concurrently holds a position as a Quality Control Analyst Senior Staff at Lockheed Martin Aeronautics Company in Fort Worth, Texas. Xenith Financial Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, charitable organizations, corporations, municipal entities, and pooled investment vehicles. The firm employs a multi-method investment process and offers both discretionary and non-discretionary services with regular account reviews.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Anand R

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Anand Rajagopalan is a financial advisor at Xenith Financial Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at firms including Citi and BMO Harris. In addition to his advisory role, Anand operates a registered tax advisory firm offering tax preparation and bookkeeping services. Xenith Financial Advisory Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, municipal entities, and pooled investment vehicles. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary services tailored to each client's goals and risk tolerance.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Robert J

Series 65

Fort Worth, TX

Xenith Financial Advisory Services, LLC

Robert Johnson is a financial advisor at Xenith Financial Advisory Services, LLC in Fort Worth, TX, holding a Series 65 designation with four years of industry experience. He has been with Xenith since 2021 and concurrently works at McManus & Johnson Consulting Engineers, LLC. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, charitable organizations, and municipal entities. The firm utilizes multiple analytical methods and offers both discretionary and non-discretionary services, preparing tailored investment policy statements and conducting regular account reviews.

Options & derivatives strategies Active portfolio management Private / alternative investments
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