Storehouse Financial LLC

Storehouse Financial LLC is a registered investment advisory firm established in 2006 and located in Fort Worth, Texas. The firm offers asset management services, financial planning, and consulting services. They manage $207,903,023 on a discretionary basis as of December 31, 2024. Fees for asset management services are based on total assets under management, with negotiable fees for financial planning services. Performance-based fees are individually negotiated and available for qualified clients. Clients have the option to impose restrictions on investments based on their values or beliefs. The firm does not participate in wrap fee programs and does not have a minimum account size requirement. Storehouse Financial does not receive client referrals from broker/dealers and does not engage in directed brokerage. The firm conducts periodic reviews of client accounts and does not have custody of client funds and securities. Clients are responsible for voting proxies for securities held in their accounts. The firm has not been subject to any disciplinary events and is not in a financially precarious situation.