BEST INVEST
FEARLESS SOLUTIONS LLC Legal Name
Adviser information for BEST INVEST last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,270 | $208.4M |
| Non-Discretionary | 6 | $803,186 |
| Total | 1,276 | $209.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 532 | $99.9M |
| HNW Individuals | 53 | $103.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.7M |
| Charitable organizations | <5 | $153,519 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 9 | $3.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-113562 |
|---|---|
| SEC ERA File Number | 801-113562 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297599 |
| Legal Entity Identifier | None |
Principal Office
16118 VIA SHAVANOSUITE 100
SAN ANTONIO
TX
United States
BY APPOINTMENT ONLY, 8-5
Tel: 210-888-2820, Fax: 210-888-2821
Chief Compliance Officer
LORI BARKER
16118 VIA SHAVANO
SUITE 100
SAN ANTONIO
TX
United States
Tel:
210-888-2820
Fax:
210-888-2821
L***@***************M
(Full email address available in API data)
Regulatory Contact
CATHY VASILEV
1320 ARROW POINT DR
SUITE 400
CEDAR PARK
TX
United States
Tel:
512-796-3299
C*******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DOBSON, BRAD, A | Individual | – | EXECUTIVE VP | 07/2018 | < 5% |
| FOSDICK, JOHN, EDWARD | Individual | – | PRESIDENT | 10/2018 | > 75% |
| BARKER, LORI, SUE | Individual | – | CCO | 03/2021 | < 5% |