Chad Mabry is a registered investment advisor at Sunbelt Securities, based in Houston, TX, with 12 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,355 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).
Location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad works as an investment advisor under the DBA Hunters Creek Advisors LLC, which operates under Sunbelt Securities Inc. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Sunbelt Securities, INC.Broker
Sunbelt Securities
Previous Registrations
Weild & CO.Broker
Entoro Securities, LLCBroker
Fbr Capital Markets & CO.Broker
Mlv & CO. LLCBroker
Klr Group, LLCBroker
Burnham Securities INC.Broker
Rodman & Renshaw, LLCBroker
Pritchard Capital Partners, LLCBroker
State Registrations7 states
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