Sbc Financial Services, Inc. (Dallas)

Sbc Financial Services, Inc. is a large advisory firm based in Dallas. It manages $8.22 billion of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001.

Sbc Financial Services provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sbc Financial Services: assets under management

The assets under management (AUM) of Sbc Financial Services, Inc. is $8.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $274.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sbc Financial Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. 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.

Careers at Sbc Financial Services, Inc.

Oliver Allred has been acting as President since 1 Aug 2003. Patricia Ann Weiland joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Annuity Board Of The Southern Baptist Convention	Member	1 Feb 1988	75% - 100%	75-0939949
Guidestone Financial Resources Of The Southern Baptist Convention	Member	1 Feb 1988	75% - 100%	75-0939949
Charles Bradley Brinkman	Director	1 Feb 2001	Other	1845683
William Truesdale Patterson	Director	1 Feb 2001	Other	358019
Larry Allen Standridge	Director	1 Feb 2001	Other	4403286
Jr. William H Ledbetter	Director	1 Feb 2001	Other	4403293
George Baskette Walker	Director	1 Feb 2001	Other	4403295
Jr. Otis Swafford Hawkins	President	1 Feb 2001	Other	4403305
John Robert Jones	Senior vice president	1 Feb 2001	Other	832298
Jeffrey Paige Billinger	Vice president and treasurer	1 Feb 2001	Other	2336241
Rodric Ernest Cummins	Vice president and investment officer	1 Feb 2001	Other	2936445
Arthur Glenn Merritt	Compliance officer	1 Feb 2001	Other	4399206
Rodney Reed Miller	Vice president and secretary	1 Feb 2001	Other	4403331
Patricia Ann Weiland	Administrative officer	1 Apr 2001	Other	4385345
Oliver Allred	Director	1 Aug 2003	Other	4784804
Harold D Vick	Director	1 Aug 2003	Other	4784797
Truman Fallaw	Director	1 Jun 2004	Other	4896140
Patricia Ann Weiland	Chief compliance officer	1 Sep 2004	Other	4385345

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Southern Baptist Convention	Member	1 Aug 1999	75% - 100%	62-0535346

Based in Dallas

The principal office where Sbc Financial Services, Inc. performs its advisory services is located at 2401 Cedar Springs Rd., Dallas, TX 75201 1498, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 214-720-1171 or by fax 214-720-4750. The normal business hours are 8:00 am-5:00 pm cst on Monday - Friday.