COTTONWOOD CAPITAL ADVISORS

COTTONWOOD VENTURES, LLC

CRD 322366 · SEC 801-127478

Visit website

105 DECKER COURT SUITE 730, IRVING, TX, 75062, United States

Phone

9725734030

Fax

(972) 573-4040

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$347.3M

Discretionary AUM

$347.3M

Team

5 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	110	$49.9M
High net worth individuals	81	$245.9M
Pooled investment vehicles	4	$20.5M
Charitable organizations	1	$3.1M
Corporations/business entities	14	$27.9M

States served

CA, TX

All web addresses on file

https://www.linkedin.com/company/cottonwood-capital-advisors/
http://www.cottonwoodcapitaladvisors.com/

Official SEC filing: View on IAPD