Applewhite & Buys Financial Advisors: new SEC registration, $153M AUM, Dallas, TX
Applewhite & Buys Financial Advisors (Dallas, Texas): new SEC registration, $153M AUM, Dallas, TX. Its amount of 153 is above the median of 134 (57th percentile). Dated 357 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 153 · 57th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Applewhite & Buys Financial Advisors |
| Legal name | Applewhite Financial Planning, Pllc |
| CRD | 169799 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-03-26 |
| Location | Dallas, TX, United States |
| Regulatory AUM | $153,132,711 |
| Accounts | 740 |
| Employees | 2 |
| Website | HTTP://WWW.APPLEWHITEFP.COM |
| amount percentile | 57th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Applewhite & Buys Financial Advisors
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of TX records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Applewhite & Buys Financial Advisors + all 86 TX records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Applewhite & Buys Financial Advisors and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Applewhite & Buys Financial Advisors's amount: 57th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $153M under management.
- Website on file.
What is the NewRiaPulse record for Applewhite & Buys Financial Advisors in Dallas, Texas?
Applewhite & Buys Financial Advisors received SEC registration as an investment adviser (2025-11-13) with $153,132,711 in regulatory assets under management, based in Dallas, TX.
How does Applewhite & Buys Financial Advisors compare to other Texas NewRiaPulse records?
Its amount of 153 sits in the upper half (57th percentile) of 1,149 records; the median is 134. It is 357 days old; check the official source for later updates before acting.
Applewhite & Buys Financial Advisors vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Applewhite & Buys Financial Advisors | Dallas, TX | 153 | 57th | 2025-11-13 | This record |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 | Compare Applewhite & Buys Financial Advisors vs Herndon Plant Oakley LTD → |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 | View record → |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 | View record → |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Texas NewRiaPulse: Approved
Cross-dataset signals in Texas
Newly funded companies in Texas (SEC Form D) (72) IpoFilingPulse: records in Texas (42)
More Texas public-record feeds
CMS HAC Reduction & Readmissions Penalties by Hospital in Texas Texas School Nutrition Programs Pulse in Texas New Trucking Company Registrations in Texas New, Terminating & Large 401(k) Plans from Form 5500 Filings in Texas New Grants by Vendor Procurement Need in Texas Newly Medicare-Certified Hospices, Home Health Agencies & Dialysis Centers in Texas New Executive & Auditor Changes (SEC 8-K) in Texas New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Texas
How to monitor Applewhite & Buys Financial Advisors and peer approved records
Get new NewRiaPulse records like Applewhite & Buys Financial Advisors by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.