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Investment Companies in Dallas, TXComprehensive list of Dallas, Texas based firms, advisors and managers offering personal and business investment services. |
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| Milkie Ferguson Investments | ![]() | (214) 987-3900 |
Here at Milkie/Ferguson, the customer comes 1st. Our customers are the kind of people who demand personal attention when making decisions about their security and their families. Our customers are the kind of people that make investments based on their unique requirements as opposed to buying products that supply the most benefit to the investment company. milkieferguson.com 8750 North Central Expw # 1700, 75231 | ![]() |
| First Canterbury Securities | ![]() | (214) 349-6973 |
1st Canterbury Securities is a securities company serving a huge array of investors from institutions to individuals. Trading is done on all exchanges guided by this rule-to obtain the highest possible price for our customers whether selling or buying. Our philosophy is simple yet demanding- to maximize the after tax returns of each of our investors. www.firstcanterbury.com 12989 Jupiter Rd # 203, 75238 | ![]() |
| Quest Capital Management | ![]() | (214) 691-6090 |
Our aim at Quest Capital Management. is to assist you reach your financial aims objectives. Whether you're just getting began with an investment strategy or you're searching for professional advice on how to maximize your wealth, our staff of professional financial planners can assist you make wise decisions now -- for yourself, your family, and the future. questraymondjames.com 8235 Douglas Avn # 500, 75225 | ![]() |
| Aspen Advisors | ![]() | (214) 292-5000 |
Aspen Advisors, LP Aspen is an investment bank concentrated on the requirements of tiny to middle market firms and investors. Our fully qualified staff possesses many years of knowledge helping both private and public firms with a range of investment banking services including raising private equity and debt capital, buying or selling firms and recapitalizations. aspenadvisors.com 2100 McKinney Avenu # 1550, 75201 | ![]() |
| Crescent Securities Group | ![]() | (972) 490-0150 |
We concentrate on delivering broker dealer services and asset management to individuals and corporate customers. In today's investment environment, it is difficult for knowledgeable investors to find the time to evolve, implement and maintain a structured investment plan on their own. crescentsecurities.com 8750 North Central Expr, 75231 | ![]() |
| Axiometrics | ![]() | (214) 953-2242 |
Each month, AXIOMETRICS. supplies its customers with a set of affordable, sophisticated tools, largely custom made in a file format so the customer can easily use the information, to enhance rental revenues at their apartment properties, whether existing, to be acquired, under development, in lease up, or in rehab. www.axiometrics.com 14800 Landmark Boul # 640, 75254 | ![]() |
| L C G Associates | ![]() | (972) 387-9821 |
Established in 1973, LCG Associates. LCG is a complete-service investment consulting company headquartered in Atlanta, Georgia. As an independent and employee-owned company, we supply objective advice to a select number of customers. Our customers are nationally recognized corporations, utilities, non-profits, and other institutions. We are dedicated to delivering innovative, strategic solutions for each customer. www.lcgassociates.com 12700 Prk Central Drv, 75251 | ![]() |
| Viceroy Investments | ![]() | (214) 999-0060 |
Viceroy Investments is an acquisition, development, and asset management firm located in Dallas, Texas. Viceroy is focused primarily on commercial real estate in the SW. Viceroy Investments, is a Texas limited liability firm owned and run by Stephen J. Rogers. The Company targets properties that are in need of repositioning, capital, and/or redevelopment. viceroyinv.com 2718 Fairmount Strt, 75201 | ![]() |
| Eratz Investments Energy Banc Of Texas | ![]() | (800) 447-0743 |
Eratz Investments. Eratz is in the business of aquiring, initiating, and supervising oil and gas ventures for private investors generally engaged in the oil and gas drilling and exploration business. Eratz business offices are situated at 5151 Beltline Road, eighth Floor, Dallas, Texas 75240. Our associate firm, Ruthson Energy., was set up in 1996. eratz.com | ![]() |
| Capital Institutional Service | ![]() | (214) 720-0055 |
CAPIS was established in 1977 with one focus - delivering institutional investors with conflict-free, unbiased solutions. As one of the few independent, agency brokers within the industry, we combine a commitment to superior customer service with the latest in sophisticated trading technologies. capis.com 750 North Saint Paul Strt # 2200, 75201 | ![]() |
| Allegiance Capitol | ![]() | (972) 385-9102 |
The experience of our bankers, our research platforms, our global reach, our proven processes and procedures, our 38-year heritage and our dedication to integrity all combine to provide an unsurpassed standard of service to our customers. Throughout our customer relationships Allegiance Capital operates with a devotion to the financial requirements of our customers. allcapcorp.com 5429 Lbj Frway # 750, 75240 | ![]() |
| Howard Frazier Barker | ![]() | (214) 954-1717 |
The officers and employees of HFBE are committed to delivering valuation, financial advisory, and investment banking services to both privately held and publicly traded firms. Each engagement is staffed by a senior officer, associate, and analyst to supply each customer immediate access to expert advice. Our mission is customer satisfaction. www.hfbe.com 1601 Elm Str # 4340, 75201 | ![]() |
| Frost Securities | ![]() | (214) 515-4455 |
Frost Securities. member FINRA is a Dallas, Texas-based investment banking company that operates as a wholly-owned subsidiary of Cullen/Frost Bankers. NYSE: CFR. Frost Securities. FSI focuses on capital raising, mergers and acquisitions and other financial advisory services for middle-market firms primarily situated in the Southwest. www.frostsecurities.com 2727 North Harwood Str # 1000, 75201 | ![]() |
| Charter Asset Management | ![]() | (214) 999-1010 |
Charter Holdings is a Dallas based diversified real estate investment firm involved in the ownership of commercial real estate properties in the Dallas-Fort Worth area and Colorado Springs, Colorado. Tom Marsh, Controller and Neal Morris, Asset Manager support the firm along with the management staff. Together they have over sixty years of knowledge in the Dallas real estate market. www.charterholdings.com 1845 Woodall Rodgers Freeway, 75201 | ![]() |
| Discovery Management | ![]() | (214) 880-4600 |
Smith Group Asset Management is an independent investment advisory company. Founded in 1995, we manage U.S. equity portfolios for institutions, as well as individuals and families. Our seasoned investment specialists use a disciplined investment process focused on building portfolios that generate superior, repeatable returns. smithasset.com 300 Crscnt Ct # 750, 75201 | ![]() |
| En Cap Investments LC | ![]() | (214) 599-0800 |
EnCap specialists represent more than 250 years of knowledge in the energy finance and investment business and have gained a reputation as an innovative, value-added source of private capital to the independent sector. EnCap effectively works in partnership with management teams by delivering capital markets expertise, strategic direction and enhanced acquisition and exit options. www.encapinvestments.com 3811 Turtle Crk Blvd # 1080, 75219 | ![]() |
| First Dallas Holding | ![]() | (214) 954-1177 |
Today's marketplace provides an range of investment opportunities. There are more investment opportunities today than in any time in America's history. The shear growth of these opportunities has created a department store mentality for many investment companies. There is an industry desire to be all things to all people. In such a financial climate, First Dallas Securities has chosen to go the other way. www.firstdallas.com 2905 Maple Avnue, 75201 | ![]() |
| Capital Southwest | ![]() | (972) 233-8242 |
We supply patient capital to exceptional businesses with significant growth potential. As a public firm, we currently have the flexibility to hold investments indefinitely, which has offered the management teams of our holdings a stable ownership platform since we were established in 1961. We are not a private equity company or a venture capital company or a fund. www.capitalsouthwest.com 12900 Preston Rd # 700, 75230 | ![]() |
| Rhoads Lucca Capital MGMT | ![]() | (214) 373-9771 |
This web-site is in no way a solicitation or offer to sell investment advisory services except, where applicable, in states where we're registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we don't warrant or guarantee the timeliness or accuracy of this information. www.rhoadslucca.com 14911 Quorum Driv # 380, 75254 | ![]() |
| Sun TX Capitol Management | ![]() | (972) 663-8900 |
SunTx Capital Partners is a private equity investment partnership that works closely with talented, proven management teams to build and grow their businesses. SunTx Capital Partners contributes its capital and its collective experiences to its partnerships with management teams. www.suntx.com 5420 Lbj Frway # 1000, 75240 | ![]() |
| Larry Thompson & Associates | ![]() | (214) 752-5430 |
Larry Thompson & Associates is a complete service independent Investment Management Consulting company specializing in improving the operation and performance of pensions, foundations and endowments, family office portfolios, and other private and public investment funds. Accept compensation from any other source than our consulting customers. www.larrythompson.net 3500 Oak Lawn Aven # 240, 75219 | ![]() |
| Channel Trend | ![]() | (214) 818-0920 |
We supply investors and investment managers with specific recommendations on over 4200 U.S. stocks and over 5000 foreign stocks. We supply analysis of financial markets and recommendations for managing fixed income balanced funds and portfolios. www.channeltrend.com 5307 East Mockingbird Ln # 650, 75206 | ![]() |
| Westwood Management | ![]() | (214) 756-6900 |
At Westwood, we concentrate on providing consistent results, pursuing superior long-term performance and attentive, responsive service. We invite you to take a closer look at Westwood. Westwood Holdings Group. has been named one of the 100 Best Companies in the US by DeMarche Associates., a leading U.S. Investment Research company. www.westwoodgroup.com 200 Crecent Ct # 1200, 75201 | ![]() |
| ALM First Investment Advisor | ![]() | (214) 987-1052 |
Your institution's financial decisions are in your hands, but you do not have to feel the pressure. When you partner with ALM First, you can relax knowing our staff of experts is working for you to ensure the integrity of your balance sheet, to supply accurate reporting, and to optimize your investment portfolio. www.almfirst.com 6688 North Central Expr # 200, 75206 | ![]() |
| Equicap Partners | ![]() | (972) 233-8282 |
EquiCap Partners is an investment banking company that supplies advisory and intermediary services to owners of privately held firms. Turnaround Advisory: When the uncomfortable situation arrives to take serious measures to save the firm, EquiCap has the talent and experience to aggressively assist the owners in righting the ship. www.equicappartners.com 12700 Prk Central Drv # 514, 75251 | ![]() |
| Vortex Partners LP | ![]() | (214) 849-9806 |
Vortex Partners is a Dallas-based venture capital company focused on investing in business services & software firms. At Vortex Partners, we look to partner with talented, motivated entrepreneurs who desire to build, own, and run firms targeting huge opportunities in new, rapidly developing markets. vortexpartners.com 2626 Cole Ave, 75204 | ![]() |
| Treadstone Partners | ![]() | (214) 220-1030 |
Treadstone Partners is a Dallas-based private investment company. Founded in 1993, the company makes investments in lower-to-middle market operating firms that are, typically, overleveraged, under-managed or confronting some other event-driven development. Investments are made across the capital structure and vary from discounted bank debt to controlling equity interests. www.treadstone.com 717 N Harvard Strt, 75201 | ![]() |
| Phoenix Strategy Investments | ![]() | (214) 560-2275 |
Phoenix Strategy Investments is a private investment and strategic advisory company whose principals have proven track records of success. Phoenix's investment and advisory activity is built on creating operational improvements and, where necessary, performance turnarounds. www.phoenixstrategy.com 3201 Oak Lawn Avn, 75219 | ![]() |
| Catamount Capital Partners | ![]() | (214) 871-1100 |
Still, the market remains 35% below peak levels. The rally has been fueled by expectations of an economic recovery. Those expectations have been largely driven by increases in a series of economic statistics that are reputed to have strong predictive value about the direction of the economy. catamountcp.com 2602 McKinney Avnue # 230, 75204 | ![]() |
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- Richardson TX - 12.1 mi
- Addison TX - 12.5 mi
- Carrollton TX - 12.9 mi
- Plano TX - 17.3 mi
- Arlington TX - 18.2 mi
- Hurst TX - 21.7 mi
- Frisco TX - 25.4 mi
- Fort Worth TX - 30.5 mi
- Denton TX - 35.5 mi
- Bryan TX - 41.9 mi
- Azle TX - 43.9 mi
- Cresson TX - 52.5 mi
- Sherman TX - 59.9 mi
- Waco TX - 87.6 mi
- Tyler TX - 92.2 mi







