BT

Brent Allan Thomas

6 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
502 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$638.2M

Fee Structure

Financial Planning:Investment management only

Fees and compensation for each Private Fund are detailed in their respective Offering Documents. Westwood Advisors reserves the right to charge different fees to some investors. If Westwood Advisors retains Westwood Management to manage a fund on a sub-advisory basis, Westwood Advisors may pay Westwood Management Corp. for sub-advisory services out of its fees. Funds will not incur any additional fees for this arrangement.

Areas of Practice
Investment ManagementAlternative Investments
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Advisor Information

Office location

Houston, TX

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Salient Capital L.P.Broker
September 2024 - Present · 1 yr 4 mos
Westwood Wealth Management
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Farther
April 2024 - August 2024 · 4 mos
PNC Capital Advisors LLC
August 2022 - August 2023 · 1 yr
PNC Capital Markets LLCBroker
August 2022 - August 2023 · 1 yr
Bbva Wealth Solutions INC.
December 2019 - June 2021 · 1 yr 6 mos
Bbva Securities INC.Broker
December 2019 - June 2021 · 1 yr 6 mos
Nationwide Investment Advisors, LLC
July 2016 - January 2018 · 1 yr 6 mos
Nationwide Investment Services CorporationBroker
October 2015 - January 2018 · 2 yrs 3 mos
Market Wise Trading, INC.Broker
June 1999 - January 2000 · 7 mos
State Registrations4 states
ALFLLATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.