| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Everett Taylor Control | Member | 50-75% | 2024 |
| Larry Wayne Denson Control | Member / Chief Compliance Officer | 50-75% | 2024 |
Mdt Financial Advisors, LLC reports $294 million in regulatory assets under management on its Form ADV.
Mdt Financial Advisors, LLC reports 7 employees.
Mdt Financial Advisors, LLC is based in Webster, TX and has been SEC-registered since 2026.
Mdt Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 455 E Medical Center Blvd, Suite 115, Webster, TX 77598 |
| Phone | 281-938-1111 |
| Fax | 281-938-1110 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $294M |
| Non-discretionary | $0 |
| Total (RAUM) | $294M |