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Austin Dean Tatum

View Capital RIA, LP

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About Austin Dean Tatum

Austin Tatum is a Chartered Financial Analyst registered with View Capital RIA, LP in Texas. Austin is a registered investment advisor representative with over 11 years of experience in the financial services industry. Austin focuses on providing portfolio management for individuals, businesses, and pooled investment vehicles. Austin also provides financial planning services.

Firm Information

Austin Tatum is currently registered with View Capital RIA, LP. View Capital RIA, LP is a registered investment advisor based in Dallas, TX. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. View Capital RIA, LP has approximately $1.6 billion in regulatory assets under management.
View Capital RIA, LP

2727 N. HARWOOD STREET

DALLAS, TX 75201

$1.60B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Austin Tatum’s Registration & Firm History

TX

10/31/2023 - Present

View Capital RIA, LP (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Dean Tatum.
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