Threadgill Financial provides portfolio management for individuals and small businesses, insurance, and tax planning.
Threadgill Financial reports 381 clients. They include 235 individual clients and 146 high-net-worth individuals. Of its assets, 100.0% ($399M across 901 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 23% |
| High-net-worth individuals | 38% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 235 | $93.8M | 23.5% | $399K |
| High-net-worth individuals | 146 | $306M | 76.5% | $2.09M |
| Total | 381 | $399M | 100% | $1.05M |
- Clients
- 235
- Regulatory AUM
- $93.8M
- AUM share
- 23.5%
- Avg. per client
- $399K
- Clients
- 146
- Regulatory AUM
- $306M
- AUM share
- 76.5%
- Avg. per client
- $2.09M
Total
- Clients
- 381
- Regulatory AUM
- $399M
- AUM share
- 100%
- Avg. per client
- $1.05M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Threadgill Financial charges 0.25%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Zachary Threadgill owns 75% or more of Threadgill Financial. The leadership team of Threadgill Financial includes Chief Compliance Officer Kyle Koch. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Threadgill Financial, LLC
Zachary Threadgill
Control person · since January 2015
Threadgill Financial’s regulatory assets grew 1.6× from $255M (July 2021) to $399M (July 2026); clients rose from 324 to 381 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $399M | 381 | 3 | 2 |
| Feb 2025February 2025 | $376M | 362 | 2 | 2 |
| Jan 2024January 2024 | $325M | 350 | 3 | 2 |
| Jan 2023January 2023 | $284M | 352 | 2 | 2 |
| Jan 2022January 2022 | $298M | 340 | 2 | 2 |
| Jul 2021July 2021 | $255M | 324 | 2 | 2 |
Besides its headquarters, Threadgill Financial has 1 office, with 2 listed addresses in 1 state.
Texas · 2 listed addresses
- 2170 Buckthorne Place, Suite 260, The WoodlandsHQ
- 2600 South Shore BLVD, League City
Contact and registration details
- Legal name
- Threadgill Financial, LLC
- Headquarters
- 2170 Buckthorne Place, Suite 260, The Woodlands, TX 77380
- Website
- threadgillfinancial.com
- Phone
- 713-893-5635
- SEC file
- 801-112505
- Founded
- 2015
- Structure
- Texas LLC
- Fiscal year end
- December
Threadgill Financial’s named custodian for separately managed accounts is Charles Schwab ($399M). Threadgill Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $399M100%
At year end, Threadgill Financial’s separately managed accounts were mostly in stocks (64%) and bonds (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $243M across 36 positions; the largest are Vanguard Intl Equity Index F (19.1%), Vanguard Intl Equity Index F (17.9%) and Schwab Strategic TR (13.3%).
What the accounts hold
- Stocks64%
- Bonds35%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Threadgill Financial have?
Threadgill Financial has 381 clients and manages $399 million for them, as of July 2026. They include 235 individual clients and 146 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026
What services does Threadgill Financial offer?
Threadgill Financial provides portfolio management for individuals and small businesses, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Threadgill Financial charge?
Threadgill Financial charges 0.25%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: ADV PART 2AB, filed 31 July 2026
Which custodians does Threadgill Financial use?
Threadgill Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $399M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026
How many financial advisors does Threadgill Financial have?
Threadgill Financial has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Threadgill Financial invest in?
At the end of its last fiscal year, Threadgill Financial’s separately managed accounts held 64% exchange-traded equities and 35% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Threadgill Financial?
Threadgill Financial’s direct owner is Zachary Threadgill (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 July 2026
How does Threadgill Financial get paid?
Threadgill Financial is paid through a percentage of assets under management. 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 Threadgill Financial?
Threadgill Financial’s main office is at 2170 Buckthorne Place, Suite 260, The Woodlands, TX 77380. Its phone number is 713-893-5635. Its website is threadgillfinancial.com.
