Fee-only adviser · Dallas, TX
LP Investment Management, LLC
LP Investment Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Dallas, Texas. On its latest Form ADV, filed April 1, 2026, it reports $696M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 306615 · SEC file 801-117960 |
| Office | 3899 Maple Avenue, Suite 400 Dallas, TX 75219 |
| Phone | (214) 987-8234 |
| Website | Not listed |
| Regulatory assets under management | $696M |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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Nearby
- Addison 4 firms
- Richardson 7 firms
- Las Colinas 1 firm
- Irving 2 firms
- Garland 2 firms
- Coppell 1 firm
- Carrollton 3 firms
- Plano 36 firms
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