SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Annandale Capital, LLC
Dallas, TX
CRD 136667
Firm filing updated March 31, 2026 ·
- $1.6BAssets
- 3Advisory staff
- 220Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals165
- Individuals35
- Charities14
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 35 | $13.1 million |
| High net worth individuals | 165 | $1.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $7.9 million |
| Charitable organizations | 14 | $32.5 million |
| Insurance companies | Fewer than 5 clients | $2.4 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $407.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.6 billion
- Accounts220
- Discretionary$1.5 billion · 153 accounts
- Non-discretionary$85.8 million · 67 accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 136667, SEC file 801-64802.
- Registered with the SEC as an investment advisor (status date on record: October 11, 2005).
Is Annandale Capital, LLC a fiduciary?
Short answer: Annandale Capital, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.