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Openair Financial, LLC

● SEC registered since 2023CRD 300362SEC# 801-127377Southlake, TX
Export (members)
Reg. AUM
$280.8M
Employees
7
Accounts
1,024
Location
Southlake, TX

Openair Financial, LLC assets under management

Openair Financial, LLC operates as an SEC-registered investment adviser based in Southlake, TX. The firm has been registered since 2023. It reports $280.8 million in regulatory assets under management and employs 7 people.
openairfinancial.comView on SEC.gov ↗

Openair Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Chris R Massenburg ControlMember/Investment Advisor Representative25-50%2019
Jonathan Kent Lawton ControlMember/Investment Advisor Representative25-50%2019
Stewart Embry Fields ControlChief Compliance Officer/Managing Member/Investment Advisor Representative25-50%2019

Frequently asked questions

How much does Openair Financial, LLC manage?

Openair Financial, LLC reports $280.8 million in regulatory assets under management on its Form ADV.

How many employees does Openair Financial, LLC have?

Openair Financial, LLC reports 7 employees.

Where is Openair Financial, LLC located?

Openair Financial, LLC is based in Southlake, TX and has been SEC-registered since 2023.

Does Openair Financial, LLC disclose fund performance?

Openair Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address280 Miron Drive, Southlake, TX 76092
Phone214-233-6059
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$280.8M
Non-discretionary$0
Total (RAUM)$280.8M