Succession Financial, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Mckinney, TX. Its latest Form ADV filing, dated April 24, 2026, reports $210M in regulatory assets under management, 6 employees, 2 offices, and 174 accounts.
Assets Under Management
$210M
Employees
6
Offices
2 offices
Total Clients
173
Primary office
MCKINNEY, TX
300 E. DAVIS STREET, STE. 152, MCKINNEY, TX, United States
Top client segmentIndividuals represent 64.2% of total clients.
Top client categories% of clientsClients
1
Individuals
64.2%
111
2
HNWI
35.8%
62
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of April 24, 2026
Discretionary100.0%
$210M
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.
Total AUM$210M
Total Accounts174
10Y AUM Change+$210M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee29:1
10Y Employee Change+3 (+100.0%)
* 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.