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FIRST DALLAS SECURITIES, INC.
CRD 24549File 801-66208
APPROVED
Retail clients
Disclosure events
Filing as of Oct 31, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$335.7M
Below cohort median (national)
Discretionary AUM
$335.7M
Clients
266
266 accounts
Employees
20
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 30, 2006
- Principal office
- 2905 MAPLE AVE., DALLAS, TX, 75201
- Phone
- 214-954-1177
- Website
- HTTP://WWW.FIRSTDALLAS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $335.7M
- Discretionary AUM
- $335.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 266
- Non-discretionary accounts
- 0
- Total accounts
- 266
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $25.9M |
| Charitable organizations | 3 | $6.9M |
| High net worth individuals | 99 | $240.0M |
| Banking or thrift institutions | 2 | $16.9M |
| Individuals (other than high net worth individuals) | 154 | $46.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.