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Team Financial has custody of $79M in client assets for 265 clients.","otherCustodians":[],"leadership":[{"name":"Joseph Team","title":"President/CEO","crd":"4820236"},{"name":"Blake Marion","title":"Shareholder; Chief Financial Officer","crd":"6382572"},{"name":"Matthew Giggey","title":"Chief Compliance Officer","crd":"4353612"},{"name":"Chad Hoes","title":"Shareholder","crd":"4803973"},{"name":"James Leavell","title":"Shareholder","crd":"7413647"},{"name":"Harry Sheets","title":"Shareholder","crd":"6543151"},{"name":"Landon Sheets","title":"Shareholder","crd":"6543150"},{"name":"Zachary Sheets","title":"Shareholder","crd":"6543152"}],"ownership":[{"label":"Joseph Team","detail":"President/ceo in the 75% or more ownership band and a control person, since August 2007."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":3,"addresses":[{"street":"425 Cypress St.","city":"Abilene","headquarters":true},{"street":"1208 Fall Creek Hwy","city":"Granbury"},{"street":"3505 Yucca DR","city":"Flower Mound"}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"325-480-1587","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":32},{"label":"U.S. government/agency bonds","percent":11},{"label":"Investment grade corporate bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":39},{"label":"Cash and cash equivalents","percent":6},{"label":"Other","percent":8,"detail":"Target Date Funds, CD'S, 529 Plans, Variable Annuities, American Depository Receipts"}],"privateFunds":1},"sources":{"adv1FilingDate":"18 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/134104/PDF/134104.pdf","brochureDate":"18 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055230","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does J. Team Financial have?","answer":"J. Team Financial has 292 clients and manages $262 million for them, as of August 2026. They include 211 individual clients, 72 high-net-worth individuals, and 7 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does J. Team Financial offer?","answer":"J. Team Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does J. Team Financial charge?","answer":"J. Team Financial charges 0.75%–1.25% a year for its Wealth Management. The fee is billed in arrears, is negotiable and has a $6,250 annual minimum.","source":"TEAM FINANCIAL ADV PART 2A, filed 18 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does J. Team Financial use?","answer":"J. Team Financial’s separately managed account assets are held at National Financial Services LLC (Smithfield, RI), with $179M and Charles Schwab & Co., Inc. (San Francisco, CA), with $28.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does J. Team Financial have?","answer":"J. Team Financial has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does J. Team Financial invest in?","answer":"At the end of its last fiscal year, J. Team Financial’s separately managed accounts held 39% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 11% U.S. government and agency bonds, 8% other, 6% cash and equivalents and 4% investment grade corporate bonds. The 8% other category is described as: Target Date Funds, CD'S, 529 Plans, Variable Annuities, American Depository Receipts. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns J. Team Financial?","answer":"J. 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