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HERNDON PLANT OAKLEY LTD
CRD 44971 · SEC 801-55675
800 N. SHORELINE BLVD, SUITE 2200 SOUTH, CORPUS CHRISTI, TX, 78401, United States
Phone
361-888-7611
Fax
361-888-9342
Registration
— (—)
Source
State registered
Total AUM
$110.6M
Discretionary AUM
$110.6M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Partnership
Filing date
2026-03-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $24.8M |
| High net worth individuals | 48 | $79.0M |
| Charitable organizations | 2 | $1.4M |
| Corporations/business entities | 5 | $5.4M |
All web addresses on file
Official SEC filing: View on IAPD