SOFTVEST ADVISORS is a Abilene, Texas based financial advisory firm with nearly $544,212,500 in assets under management and provides investment advisory services for 6 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 300084 | |
| SEC#: | 801-114671 | |
| Assets under Management: | $544,212,500 | |
| No. of Clients: | 6 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Portfolio management for pooled investment vehicles, Other (PROVIDE ANALYSIS TO AN INDEPENDENT INSURANCE COMPANY UPON REQUEST RELATED TO A FIXED INCOME PORTFOLIO.) | |
| Fee Structure: | A percentage of AUM, Fixed fees, Performance Based, Other (CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| VALIC FINANCIAL ADVISORS, INC. | 42803 | 801-54952 | 302501 | 1713 | $25,247,497,902 |
| FIRST COMMAND ADVISORY SERVICES | 281958 | 801-56942 | 110166 | 1787 | $22,090,760,499 |
| SAGE ADVISORY SERVICES LTD CO | 106236 | 801-52937 | 8128 | 53 | $22,693,997,435 |
| LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | 801-14458 | 3742 | 101 | $30,485,271,519 |
| FAYEZ SAROFIM & CO. | 106584 | 801-1725 | 3056 | 52 | $31,426,186,064 |
| GARCIA HAMILTON & ASSOCIATES LP | 108017 | 801-56194 | 449 | 40 | $20,236,727,145 |
| SALI FUND SERVICES | 124235 | 801-61702 | 165 | 55 | $23,884,684,848 |
| CRESTLINE MANAGEMENT, L.P. | 122711 | 801-61607 | 143 | 218 | $24,537,485,205 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 104536 | 801-46991 | 122 | 301 | $31,722,176,000 |
| JASPER RIDGE PARTNERS, L.P. | 144401 | 801-70818 | 54 | 115 | $35,297,732,645 |
| HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | 801-40189 | 51 | 29 | $27,229,315,502 |
| QUANTUM CAPITAL GROUP | 174733 | 801-88204 | 47 | 118 | $19,721,005,094 |
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | 104561 | 801-8138 | 36 | 1800 | $31,714,432,147 |
| GUIDESTONE CAPITAL MANAGEMENT | 112319 | 801-60303 | 27 | 32 | $27,426,543,921 |
| HBK CAPITAL MANAGEMENT | 115079 | 801-70632 | 9 | 193 | $20,308,069,000 |