Eubank, Hutson & Associates provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Eubank, Hutson & Associates reports 241 clients. They include 192 individual clients and 49 high-net-worth individuals. Of its assets, 100.0% ($138M across 560 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 39% |
| High-net-worth individuals | 20% | 61% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 192 | $54.3M | 39.4% | $283K |
| High-net-worth individuals | 49 | $83.4M | 60.6% | $1.7M |
| Total | 241 | $138M | 100% | $571K |
- Clients
- 192
- Regulatory AUM
- $54.3M
- AUM share
- 39.4%
- Avg. per client
- $283K
- Clients
- 49
- Regulatory AUM
- $83.4M
- AUM share
- 60.6%
- Avg. per client
- $1.7M
Total
- Clients
- 241
- Regulatory AUM
- $138M
- AUM share
- 100%
- Avg. per client
- $571K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Eubank, Hutson & Associates charges 0.85%–1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning and single-subject consulting are charged at an hourly fee of $250, negotiable, and are due on completion of the service.
Keith Hutson owns 75% or more of Eubank, Hutson & Associates. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Eubank, Hutson & Associates, LLC
Keith Hutson
Control person · since April 2015
- Owns 5% to 10% of Eubank, Hutson & Associates, LLC
Jerod Brockelman
since April 2020
Eubank, Hutson & Associates’ regulatory assets grew from $128M (March 2021) to $138M (February 2026); clients were 241 in both filings and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $138M | 241 | 2 | 1 |
| Jan 2025January 2025 | $139M | 238 | 3 | 1 |
| May 2024May 2024 | $131M | 236 | 3 | 1 |
| Feb 2023February 2023 | $126M | 245 | 3 | 1 |
| Feb 2022February 2022 | $137M | 243 | 3 | 1 |
| Mar 2021March 2021 | $128M | 236 | 3 | 1 |
Besides its headquarters, Eubank, Hutson & Associates has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 5928 W. Parker RD., Suite 1100, PlanoHQ
Contact and registration details
- Legal name
- Eubank, Hutson & Associates, LLC
- Headquarters
- 5928 W. Parker RD., Suite 1100, Plano, TX 75093
- Website
- eubankhutson.com
- Phone
- 972-473-2244
- SEC file
- 801-96245
- Structure
- Texas LLC
- Fiscal year end
- December
Eubank, Hutson & Associates’ named custodian for separately managed accounts is Charles Schwab ($138M). Eubank, Hutson & Associates has custody of $106M for 240 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $138M100%
At year end, Eubank, Hutson & Associates’ separately managed accounts were mostly in funds (60%) and stocks (39%).
What the accounts hold
- Stocks39%
- Funds60%
- Cash1%
How many clients does Eubank, Hutson & Associates have?
Eubank, Hutson & Associates has 241 clients and manages $138 million for them, as of February 2026. They include 192 individual clients and 49 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does Eubank, Hutson & Associates offer?
Eubank, Hutson & Associates provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Eubank, Hutson & Associates charge?
Eubank, Hutson & Associates charges 0.85%–1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: EUBANK, HUTSON & ASSOCIATES, LLC DISCLOSURE BROCHURE, filed 9 February 2026
Which custodians does Eubank, Hutson & Associates use?
Eubank, Hutson & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $138M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does Eubank, Hutson & Associates have?
Eubank, Hutson & Associates has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Eubank, Hutson & Associates invest in?
At the end of its last fiscal year, Eubank, Hutson & Associates’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 39% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eubank, Hutson & Associates?
Eubank, Hutson & Associates’ direct owners are Keith Hutson (75% or more) and Jerod Brockelman (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does Eubank, Hutson & Associates get paid?
Eubank, Hutson & Associates is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Eubank, Hutson & Associates?
Eubank, Hutson & Associates’ main office is at 5928 W. Parker RD., Suite 1100, Plano, TX 75093. Its phone number is 972-473-2244. Its website is eubankhutson.com.
