CW
CW

Craig Wenning

18 Years of Experience

Craig Wenning is a registered investment advisor at Annandale Capital, LLC, based in Dallas, TX, with 18 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 206 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
206 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Client fees are negotiable and therefore management fees for each client may vary from the schedule above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2626 Cole Avenue, Suite 700, Dallas, TX, 75204

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History

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
Annandale Capital, LLC
December 2009 - Present · 16 yrs 4 mos
Previous Registrations
Symmetry Capital Advisors LLC
November 2005 - April 2008 · 2 yrs 5 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Craig Wenning - Financial Advisor | TrueAdvisor