First Dallas Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated October 31, 2025, reports $336M in regulatory assets under management, 20 employees, and 266 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Commissions
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.9% of total clients.
Top client categories% of clientsClients
1
Individuals
57.9%
154
2
HNWI
37.2%
99
3
Corporations
3.0%
8
4
Charitable
1.1%
3
5
Banks
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$336Mas of October 31, 2025
Discretionary100.0%
$336M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$336M
Total Accounts266
10Y AUM Change+$196M (+140.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee13:1
10Y Employee Change-7 (-25.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.