SourcingSourcing

FIRST DALLAS SECURITIES, INC.

C16
CRD 24549·SEC 801-66208·DALLAS, TX
AUM
$335.7M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRST DALLAS SECURITIES, INC.
CRD
24549
SEC file #
801-66208
EIN
752278917
DBA names
—

Economics

AUM
$335.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$139.3M → $335.7M▲ +141%
Client mix
Individuals Other154
Individuals High Net Worth99
Corporations8
Charitable Organizations3
Banking Institutions2

Operations

Employees (total)
20
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
3 advisors → 9 advisors▲ +200%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
Commissions

Filings

Latest ADV filing
10/31/2025
ADV-W filed at
—
Website
firstdallas.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HODGES CAPITAL HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
HODGES CAPITAL HOLDINGS, INC.
DARABADEY, CHARMAGNE MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FIRSTDALLAS.COM
Rdap Domain Creation Date
1996-03-19T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001378559
Edgar Registered
Yes
Edgar Filing Count
83
Edgar First Filing Date
2006-11-14
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
83
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001378559-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
17
Bc Firm Active IA Count
11
Bc Firm IAR Count
17
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
2905 MAPLE AVE.DALLAS, TX 75201
Business
2905 MAPLE AVE.DALLAS, TX 75201
Edgar EIN
752278917
Edgar Recent Filings
13F-HR2026-04-27 · 0001378559-26-000004
13F-HR2026-02-11 · 0001378559-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-20T04:00:00Z
Rdap Domain Last Changed
2024-01-08T18:18:45Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (17)

17
HAYS, STANLEY GLEN III
IAR · Executive Officer · 2.5%
5758208
HODGES, CRAIG DONALDSON
IAR · Executive Officer · 2.5%
1714289
BRADSHAW, GARY MACK
IAR · Executive Officer · 2.5%
1389924
DARABADEY, CHARMAGNE MARIE
IAR · Executive Officer · 2.5%
1481560
CHRISTOPHER RYAN TERRY
IAR
4588240
AVALON ALAINA SCALES
IAR
7455256
MARSHALL, ERIC, JAY
IAR
2981115
HODGES, CLARK, BROWN
IAR
2202654
LEE QUINCY BRADSHAW
IAR
6788372
ROBERT JASON WOODARD
IAR
1264549
JANET ELIZABETH PETERS
IAR
1724183
DEREK RHETT MAUPIN
IAR
5288843
SHAQUITA FAITH BECOTE
IAR
5334671
ANIBAL B HERNANDEZ-LOPEZ
IAR
6292229
LISA ARMSTRONG SCHONEFELD
IAR
1734069
CARLOS RAFAEL ESTEVE
IAR
7559093
Callan Brooks Hirschey
IAR
7972744