Privus Financial, LLC (Dallas)

Name: Privus Financial, LLC
Address: 13155 Noel Road, Dallas, TX, 75240
Telephone: (512) 630-5055

Privus Financial, LLC is an adviser based in Dallas. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Privus Financial provides financial planning services and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Privus Financial, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Privus Financial, LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jason Matthew Kos	Managing member	1 Nov 2017	25% - 50%	6889147
Michael Anthony Hall	Managing member	1 Nov 2017	25% - 50%	5030001
Kristi J Heffron	Chief compliance officer	1 Nov 2017	Other	4702556
Teresa Donne Gast	Managing member	1 Jan 2019	25% - 50%	4538549
Llc Saxony Partners	Managing member	1 Jan 2019	25% - 50%	45-0727713
Chandler Moerbe	Chief compliance officer	1 Mar 2019	Other	7091472

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Allen Wilson	Founder/ceo	1 Mar 2011	75% - 100%	2426578

Based in Dallas

The principal office where Privus Financial, LLC performs its advisory services is located at 13155 Noel Road, Dallas, TX 75240, 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 (512) 630-5055. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at privusfinancial.com/ and its LinkedIn profile.