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Fred H. Falls (San Antonio)


Fred H. Falls is an adviser based in San Antonio. It manages $15.94 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2002.




Fred H. Falls provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fred H. Falls: assets under management

The assets under management (AUM) of Fred H. Falls is $15.94 million. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.95 million in discretionary accounts and $13.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $411.57 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fred H. Falls for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Antonio

The principal office where Fred H. Falls performs its advisory services is located at 4801 N.W. Loop 410, San Antonio, TX 78229, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-732-6181 or by fax 210-732-4515. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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