Fluent Financial, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 170041
- SEC number
- 801-78976
- Firm type
- RIA
- Assets under management
- $329.7M as of Apr 29, 2026
- Website
- www.facebook.com/FluentFinancialDallas ↗
- Phone
- 972-852-4800
- Address
- 14800 Landmark Blvd., Dallas, TX, 75254
Advisors at this firm
5 in our index · page 1 of 1
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Ian James CobbCRD 7303209 · Dallas, TXIA RegisteredRegistration inactive
-
Mitchell Steven KramerCRD 2728798 · Dallas, TXIA RegisteredRegistration inactive
-
Ethan MayoCRD 8115395 · Dallas, TXIA RegisteredRegistration inactive
-
Matthew Thomas PenceCRD 7469806 · Dallas, TXIA Registered
-
Trey William TalleyCRD 6824462 · Dallas, TXIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 170041 ↗
FINRA BrokerCheck record for firm CRD 170041 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.