AMICUS FINANCIAL ADVISORS, LLC
CRD #131315 SEC #801-113147 LUBBOCK, TX 806-698-1122
SEC Registered
Total AUM
$511.2M
Discretionary
$511.2M
Employees
20
Clients
--
Accounts
1,408
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Dakota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOWEN, CAMERON, DOUGLAS | I | DIRECTOR OF OPERATIONS, CHIEF FINANCIAL OFFICER | NA | Control |
| BOWEN, CAMERON, DOUGLAS | I | DIRECTOR OF OPERATIONS, CHIEF FINANCIAL OFFICER | NA | Control |
| BOWEN, CAMERON, DOUGLAS | I | DIRECTOR OF OPERATIONS, CHIEF FINANCIAL OFFICER | NA | Control |
| BOWEN, CAMERON, DOUGLAS | I | DIRECTOR OF OPERATIONS, CHIEF FINANCIAL OFFICER | NA | Control |
| BOWEN, CAMERON, DOUGLAS | I | DIRECTOR OF OPERATIONS, CHIEF FINANCIAL OFFICER | NA | Control |
| BOWEN, CAMERON, DOUGLAS | I | DIRECTOR OF OPERATIONS, CHIEF FINANCIAL OFFICER | NA | Control |
| BOWEN, CAMERON, DOUGLAS | I | CHIEF FINANCIAL PLANNING OFFICER | NA | Control |
| BOWEN, CAMERON, DOUGLAS | I | CHIEF FINANCIAL PLANNING OFFICER | NA | Control |
| BOWEN, CAMERON, DOUGLAS | I | CHIEF FINANCIAL PLANNING OFFICER | NA | Control |
| BOWEN, CAMERON, DOUGLAS | I | CHIEF FINANCIAL PLANNING OFFICER | NA | Control |
| LONGORIA, JESUS, ARMANDO | I | DIRECTOR | NA | Control |
| LONGORIA, JESUS, ARMANDO | I | DIRECTOR | NA | Control |
| LONGORIA, JESUS, ARMANDO | I | DIRECTOR | NA | Control |
| LONGORIA, JESUS, ARMANDO | I | DIRECTOR | NA | Control |
| LONGORIA, JESUS, ARMANDO | I | DIRECTOR | NA | Control |
| LONGORIA, JESUS, ARMANDO | I | DIRECTOR | NA | Control |
| LONGORIA, JESUS, ARMANDO | I | DIRECTOR | NA | Control |
| PETERSON, LARRY, HOWLAND | I | GENERAL MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | GENERAL MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | GENERAL MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | GENERAL MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, LARRY, HOWLAND | I | DIRECTOR | NA | Control |
| PETERSON, LARRY, HOWLAND | I | DIRECTOR | NA | Control |
| PETERSON, LARRY, HOWLAND | I | DIRECTOR | NA | Control |
| PETERSON, LARRY, HOWLAND | I | DIRECTOR | NA | Control |
| PETERSON, LARRY, HOWLAND | I | DIRECTOR | NA | Control |
| PETERSON, LARRY, HOWLAND | I | DIRECTOR | NA | Control |
| PETERSON, LARRY, HOWLAND | I | DIRECTOR | NA | Control |
| Sauceda, Bryan, Nicolas | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Sauceda, Bryan, Nicolas | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Sauceda, Bryan, Nicolas | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Sauceda, Bryan, Nicolas | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Sauceda, Bryan, Nicolas | I | DIRECTOR | NA | Control |
| Sauceda, Bryan, Nicolas | I | DIRECTOR | NA | Control |
| Sauceda, Bryan, Nicolas | I | DIRECTOR | NA | Control |
| Sauceda, Bryan, Nicolas | I | DIRECTOR | NA | Control |
| Sauceda, Bryan, Nicolas | I | DIRECTOR | NA | Control |
| Sauceda, Bryan, Nicolas | I | DIRECTOR | NA | Control |
| Sauceda, Bryan, Nicolas | I | DIRECTOR | NA | Control |
| Smith, Evan, John | I | DIRECTOR, TREASURER, AND SECRETARY | NA | Control |
| Smith, Evan, John | I | DIRECTOR, TREASURER, AND SECRETARY | NA | Control |
| Smith, Evan, John | I | DIRECTOR, TREASURER, AND SECRETARY | NA | Control |
| Smith, Evan, John | I | DIRECTOR, TREASURER, AND SECRETARY | NA | Control |
| Smith, Evan, John | I | DIRECTOR, TREASURER, AND SECRETARY | NA | Control |
| Smith, Evan, John | I | DIRECTOR, TREASURER, AND SECRETARY | NA | Control |
| Smith, Evan, John | I | DIRECTOR, TREASURER, AND SECRETARY | NA | Control |
| TOMBS, DAVID, BETASSO | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOMBS, DAVID, BETASSO | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOMBS, DAVID, BETASSO | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOMBS, DAVID, BETASSO | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOMBS, DAVID, BETASSO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND DIRECTOR | NA | Control |
| TOMBS, DAVID, BETASSO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND DIRECTOR | NA | Control |
| TOMBS, DAVID, BETASSO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND DIRECTOR | NA | Control |
| TOMBS, DAVID, BETASSO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND DIRECTOR | NA | Control |
| TOMBS, DAVID, BETASSO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND DIRECTOR | NA | Control |
| TOMBS, DAVID, BETASSO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND DIRECTOR | NA | Control |
| TOMBS, DAVID, BETASSO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND DIRECTOR | NA | Control |
| TOMBS, JOSEPH, WINGATE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TOMBS, JOSEPH, WINGATE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TOMBS, JOSEPH, WINGATE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TOMBS, JOSEPH, WINGATE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Tombs, Patrick, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Tombs, Patrick, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Tombs, Patrick, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Tombs, Patrick, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wood, Charles, Matthew | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Wood, Charles, Matthew | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Wood, Charles, Matthew | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Wood, Charles, Matthew | I | CHIEF FINANCIAL OFFICER | NA | Control |
| AMICUS CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| AMICUS CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| AMICUS CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| AMICUS CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| AMICUS CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| AMICUS CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| AMICUS CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| AMICUS CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| PLANFIRST, INC. | DE | OWNER | E | Control |
| SWANSON, BRIT, CHELSEE | I | GENERAL PARTNER | D | Control |
| SWANSON, BRIT, CHELSEE | I | GENERAL PARTNER | D | Control |
| SWANSON, BRIT, CHELSEE | I | PARTNER | D | Control |
| SWANSON, BRIT, CHELSEE | I | GENERAL PARTNER | D | Control |
| TOMBS FAMILY HOLDINGS | DE | NON-MANAGING MEMBER | D | Control |
| TOMBS FAMILY HOLDINGS | DE | NON-MANAGING MEMBER | D | Control |
| TOMBS FAMILY HOLDINGS | DE | MEMBER | D | Control |
| TOMBS FAMILY HOLDINGS | DE | NON-MANAGING MEMBER | D | Control |
| TOMBS FAMILY HOLDINGS | DE | NON-MANAGING MEMBER | D | Control |
| TOMBS FAMILY HOLDINGS | DE | NON-MANAGING MEMBER | D | Control |
| TOMBS FAMILY HOLDINGS | DE | NON-MANAGING MEMBER | D | Control |
| TOMBS, JOSEPH, WINGATE | I | GENERAL PARTNER (& CHIEF COMPLIANCE OFFICER) | D | Control |
| TOMBS, JOSEPH, WINGATE | I | GENERAL PARTNER | D | Control |
| TOMBS, JOSEPH, WINGATE | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| TOMBS, JOSEPH, WINGATE | I | GENERAL PARTNER (& CHIEF COMPLIANCE OFFICER) | D | Control |
| MAXWELL, GREGORY, BEESLEY | I | GENERAL PARTNER | C | Control |
| MAXWELL, GREGORY, BEESLEY | I | GENERAL PARTNER | C | Control |
| SWANSON, BRIT, CHELSEE | I | GENERAL PARTNER | C | Control |
| SWANSON, BRIT, CHELSEE | I | GENERAL PARTNER | C | Control |
| TOMBS, DAVID, BETASSO | I | OWNER | C | Control |
| TOMBS, JOSEPH, WINGATE | I | GENERAL PARTNER | C | Control |
| TOMBS, JOSEPH, WINGATE | I | GENERAL PARTNER | C | Control |
| TOMBS, JOSEPH, WINGATE | I | OWNER | C | Control |
| Tombs, Patrick, Joseph | I | CHIEF COMPLIANCE OFFICER | C | Control |
| INMAN-SWANSON, BRIT, CHELSEE | I | MEMBER | B | Control |
| INMAN-SWANSON, BRIT, CHELSEE | I | NON-MANAGING MEMBER | B | Control |
| INMAN-SWANSON, BRIT, CHELSEE | I | NON-MANAGING MEMBER | B | Control |
| Inman-Swanson, BRIT, CHELSEE | I | NON-MANAGING MEMBER | B | Control |
| Inman-Swanson, BRIT, CHELSEE | I | NON-MANAGING MEMBER | B | Control |
| Inman-Swanson, BRIT, CHELSEE | I | NON-MANAGING MEMBER | B | Control |
| Inman-Swanson, BRIT, CHELSEE | I | NON-MANAGING MEMBER | B | Control |
| PECK, MATTHEW, DEAN | I | MANAGING MEMBER | B | Control |
| PECK, MATTHEW, DEAN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PECK, MATTHEW, DEAN | I | MANAGING MEMBER | B | Control |
| PECK, MATTHEW, DEAN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PECK, MATTHEW, DEAN | I | MEMBER | B | Control |
| PECK, MATTHEW, DEAN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PECK, MATTHEW, DEAN | I | MANAGING MEMBER | B | Control |
| PECK, MATTHEW, DEAN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PECK, MATTHEW, DEAN | I | MANAGING MEMBER | B | Control |
| PECK, MATTHEW, DEAN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PECK, MATTHEW, DEAN | I | MANAGING MEMBER | B | Control |
| PECK, MATTHEW, DEAN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PECK, MATTHEW, DEAN | I | MANAGING MEMBER | B | Control |
| PECK, MATTHEW, DEAN | I | CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TOMBS, JOSEPH, WINGATE | I | AMICUS CAPITAL HOLDINGS, LLC | F | Control |
| TOMBS, JOSEPH, WINGATE | I | AMICUS CAPITAL HOLDINGS, LLC | F | Control |
| TOMBS, JOSEPH, WINGATE | I | AMICUS CAPITAL HOLDINGS, LLC | F | Control |
| TOMBS, JOSEPH, WINGATE | I | AMICUS CAPITAL HOLDINGS, LLC | F | Control |
| TOMBS, JOSEPH, WINGATE | I | AMICUS CAPITAL HOLDINGS, LLC | F | Control |
| TOMBS, JOSEPH, WINGATE | I | AMICUS CAPITAL HOLDINGS, LLC | F | Control |
| TOMBS, JOSEPH, WINGATE | I | AMICUS CAPITAL HOLDINGS, LLC | F | Control |
| TOMBS, JOSEPH, WINGATE | I | AMICUS CAPITAL HOLDINGS, LLC | F | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS FAMILY HOLDINGS | D | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS FAMILY HOLDINGS | D | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS FAMILY HOLDINGS | D | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS FAMILY HOLDINGS | D | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS FAMILY HOLDINGS | D | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS FAMILY HOLDINGS | D | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS FAMILY HOLDINGS | D | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, DAVID, BETASSO | I | TOMBS, DAVID, BETASSO | C | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS, JOSEPH, WINGATE | C | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS, JOSEPH, WINGATE | C | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS, JOSEPH, WINGATE | C | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS, JOSEPH, WINGATE | C | Control |
| TOMBS, JOSEPH, WINGATE | I | TOMBS, JOSEPH, WINGATE | C | Control |
| TOMBS, JOSEPH, WINGATE | I | PLANFIRST, INC. | C | Control |
| TOMBS, JOSEPH, WINGATE | I | PLANFIRST, INC. | C | Control |
| TOMBS, JOSEPH, WINGATE | I | PLANFIRST, INC. | C | Control |
| TOMBS, JOSEPH, WINGATE | I | PLANFIRST, INC. | C | Control |
| TOMBS, JOSEPH, WINGATE | I | PLANFIRST, INC. | C | Control |
| Tombs, Patrick, Joseph | I | TOMBS, PATRICK, JOSEPH | C | Control |
| Tombs, Patrick, Joseph | I | TOMBS, PATRICK, JOSEPH | C | Control |
| Tombs, Patrick, Joseph | I | TOMBS, PATRICK, JOSEPH | C | Control |
| Tombs, Patrick, Joseph | I | TOMBS, PATRICK, JOSEPH | C | Control |
| Tombs, Patrick, Joseph | I | TOMBS, PATRICK, JOSEPH | C | Control |
| Tombs, Patrick, Joseph | I | PLANFIRST, INC. | C | Control |
| Tombs, Patrick, Joseph | I | PLANFIRST, INC. | C | Control |
| Tombs, Patrick, Joseph | I | PLANFIRST, INC. | C | Control |
| Tombs, Patrick, Joseph | I | PLANFIRST, INC. | C | Control |
| Tombs, Patrick, Joseph | I | PLANFIRST, INC. | C | Control |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (12)
CA CO GA KS LA NE NJ NM PA TX UT WI
Address
7021 KEWANEE AVE4-102
LUBBOCK, TX 79424
United States
Phone: 806-698-1122