FANNIN ADVISORY, LLC
CRD #311069 SEC #802-119790 HOUSTON, TX 713-966-5826
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WORSCHEH, MARK, ERIK | I | MANAGER AND PRESIDENT | NA | Control |
| WORSCHEH, MARK, ERIK | I | MANAGER AND PRESIDENT | NA | Control |
| WORSCHEH, MARK, ERIK | I | MANAGER AND PRESIDENT | NA | Control |
| WORSCHEH, MARK, ERIK | I | MANAGER AND PRESIDENT | NA | Control |
| WORSCHEH, MARK, ERIK | I | MANAGER AND PRESIDENT | NA | Control |
| WORSCHEH, MARK, ERIK | I | MANAGER AND PRESIDENT | NA | Control |
| WORSCHEH, MARK, ERIK | I | MANAGER AND PRESIDENT | NA | Control |
| Youtt, Michael | I | GENERAL COUNSEL | NA | |
| Youtt, Michael | I | GENERAL COUNSEL | NA | |
| Youtt, Michael | I | GENERAL COUNSEL | NA | |
| Youtt, Michael | I | GENERAL COUNSEL | NA | |
| Youtt, Michael | I | GENERAL COUNSEL | NA | |
| FANNIN DIRECT HOLDING COMPANY, LLC | DE | MEMBER | E | Control |
| FANNIN DIRECT HOLDING COMPANY, LLC | DE | MEMBER | E | Control |
| FANNIN DIRECT HOLDING COMPANY, LLC | DE | MEMBER | E | Control |
| FANNIN DIRECT HOLDING COMPANY, LLC | DE | MEMBER | E | Control |
| FANNIN DIRECT HOLDING COMPANY, LLC | DE | MEMBER | E | Control |
| FANNIN DIRECT HOLDING COMPANY, LLC | DE | MEMBER | E | Control |
| FANNIN DIRECT HOLDING COMPANY, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AQUINAS STEWARDSHIP GROUP, LLC | DE | AQUINAS COMPANIES, LLC | F | Control |
| AQUINAS STEWARDSHIP GROUP, LLC | DE | AQUINAS COMPANIES, LLC | F | Control |
| Galloway, H., Scott | I | AQUINAS COMPANIES, LLC | F | Control |
| Galloway, H., Scott | I | AQUINAS COMPANIES, LLC | F | Control |
| Galloway, H., Scott | I | AQUINAS COMPANIES, LLC | F | Control |
| Galloway, H., Scott | I | AQUINAS COMPANIES, LLC | F | Control |
| Galloway, H., Scott | I | AQUINAS COMPANIES, LLC | F | Control |
| Gregory, Paul | I | AQUINAS COMPANIES, LLC | F | Control |
| Gregory, Paul | I | AQUINAS COMPANIES, LLC | F | Control |
| Gregory, Paul | I | AQUINAS COMPANIES, LLC | F | Control |
| Gregory, Paul | I | AQUINAS COMPANIES, LLC | F | Control |
| Gregory, Paul | I | AQUINAS COMPANIES, LLC | F | Control |
| Grobmyer, Albert | I | AQUINAS COMPANIES, LLC | F | Control |
| Grobmyer, Albert | I | AQUINAS COMPANIES, LLC | F | Control |
| Grobmyer, Albert | I | AQUINAS COMPANIES, LLC | F | Control |
| Grobmyer, Albert | I | AQUINAS COMPANIES, LLC | F | Control |
| Grobmyer, Albert | I | AQUINAS COMPANIES, LLC | F | Control |
| AQUINAS COMPANIES, LLC | DE | FANNIN PARTNERS, LLC | E | Control |
| AQUINAS COMPANIES, LLC | DE | FANNIN PARTNERS, LLC | E | Control |
| AQUINAS COMPANIES, LLC | DE | FANNIN PARTNERS, LLC | E | Control |
| AQUINAS COMPANIES, LLC | DE | FANNIN PARTNERS, LLC | E | Control |
| AQUINAS COMPANIES, LLC | DE | FANNIN PARTNERS, LLC | E | Control |
| FANNIN PARTNERS, LLC | DE | FANNIN DIRECT HOLDING COMPANY, LLC | E | Control |
| FANNIN PARTNERS, LLC | DE | FANNIN DIRECT HOLDING COMPANY, LLC | E | Control |
| FANNIN PARTNERS, LLC | DE | FANNIN DIRECT HOLDING COMPANY, LLC | E | Control |
| FANNIN PARTNERS, LLC | DE | FANNIN DIRECT HOLDING COMPANY, LLC | E | Control |
| FANNIN PARTNERS, LLC | DE | FANNIN DIRECT HOLDING COMPANY, LLC | E | Control |
| LINBECK, LEO, EDWARD | I | BLASIUS, LLC | E | Control |
| LINBECK, LEO, EDWARD | I | BLASIUS, LLC | E | Control |
| LINBECK, LEO, EDWARD | I | BLASIUS, LLC | E | Control |
| LINBECK, LEO, EDWARD | I | AQUINAS STEWARDSHIP GROUP, LLC | E | Control |
| LINBECK, LEO, EDWARD | I | AQUINAS STEWARDSHIP GROUP, LLC | E | Control |
| BLASIUS, LLC | DE | AQUINAS COMPANIES, LLC | D | Control |
| BLASIUS, LLC | DE | AQUINAS COMPANIES, LLC | D | Control |
| BLASIUS, LLC | DE | AQUINAS COMPANIES, LLC | D | Control |
| LINBECK FAMILY CHARITABLE TRUST | DE | AQUINAS COMPANIES, LLC | D | Control |
| ST. AUGUSTINE TRUST | DE | AQUINAS COMPANIES, LLC | D | Control |
| THE LINBECK FAMILY CHARITABLE TRUST | DE | AQUINAS COMPANIES, LLC | C | Control |
| THE LINBECK FAMILY CHARITABLE TRUST | DE | AQUINAS COMPANIES, LLC | C | Control |
| THE LINBECK FAMILY CHARITABLE TRUST | DE | AQUINAS COMPANIES, LLC | C | Control |
| THE LINBECK FAMILY CHARITABLE TRUST | DE | AQUINAS COMPANIES, LLC | C | Control |
Registrations
Federal
ERA
Mar 28, 2025 REGISTERED
Address
3900 ESSEX LANE, SUITE 1200HOUSTON, TX 77027
United States
Phone: 713-966-5826