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Roberts, Peavy & Friedman, LLC (Grapevine)


Roberts, Peavy & Friedman, LLC is a large advisory firm based in Grapevine. It manages $35.8 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Florida, Illinois, and 4 other states.

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Roberts, Peavy & Friedman provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roberts, Peavy & Friedman: assets under management

The assets under management (AUM) of Roberts, Peavy & Friedman, LLC is $35.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.98 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Roberts, Peavy & Friedman, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grapevine

The principal office where Roberts, Peavy & Friedman, LLC performs its advisory services is located at 611 South Main Street, Grapevine, TX 76051, 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 817-410-4680 or by fax 817-410-4684. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rpfequity.com.


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