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SUNBELT SECURITIES

SUNBELT SECURITIES, INC.

CRD 42180 · SEC 801-71479

Visit website

2700 POST OAK BLVD STE 1700, HOUSTON, TX, 77056, United States

Phone

713-965-9510

Fax

713-965-9435

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.64B

Discretionary AUM

$2.64B

Team

68 total employees; 68 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-06-16

Disciplinary history

Yes

Services

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

Client types

TypeClientsAUM
Individuals5279$2.11B
High net worth individuals919$481.1M
Charitable organizations2$1.0M
Corporations/business entities41$47.9M

States served

AK, AZ, AR, CA, CO, GA, IL, IN, IA, KY, LA, MD, MA, MI, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD