DATATEX INVESTMENT SERVICES INC
Adviser information for DATATEX INVESTMENT SERVICES INC last updated from Form ADV on March 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 25 |
|---|---|
| Investment Advisory/Research | 25 |
| Registered Broker-Dealer Representatives | 25 |
| Registered State Investment Advisers | 25 |
| Licensed Agents of an Insurance Company | 20 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 140 | $39.0M |
| Non-Discretionary | 0 | $0 |
| Total | 140 | $39.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 81 | $14.8M |
| HNW Individuals | 7 | $14.6M |
| 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 | $1.7M |
| Charitable organizations | 0 | $0 |
| 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 | 7 | $7.9M |
| 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 | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-31747 |
|---|---|
| SEC ERA File Number | 801-31747 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105440 |
| Legal Entity Identifier | None |
Principal Office
7800 FORSYTH BLVDFIFTH FLOOR
CLAYTON
MO
United States
Monday - Friday, 8:30 A.M. TO 4:30 P.M. CTT
Tel: 314-236-2400, Fax: 314-236-2443
Websites
Chief Compliance Officer
O'CONNELL, CHRISTOPHER C.
CHIEF COMPLIANCE OFFICER
7800 FORSYTH BLVD
FIFTH FLOOR
CLAYTON
MO
United States
Tel:
314 236 8888
Fax:
314 236 2402
C********@******************M
(Full email address available in API data)
Regulatory Contact
DEVON CHAMBERS
7800 FORSYTH BLVD
FIFTH FLOOR
CLAYTON
MO
United States
Tel:
314-236-2237
Fax:
314-236-2443
D********@*********M
(Full email address available in API data)
Industry Affiliates
| HUNTLEIGH ADVISORS, INC. | Other investment adviser, including financial planners |
| HUNTLEIGH SECURITIES CORPORATION | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| K. W. CHAMBERS & CO. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHAMBERS, ROBERT, LEWIS | Individual | – | PRESIDENT | 02/1988 | > 75% |
| LITTLE, LARRY, DAVID | Individual | – | DIRECTOR | 06/1991 | 10-25% |
| O'CONNELL, CHRISTOPHER, CORY | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2006 | < 5% |