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Bunn Fawcett

AZA Capital Management

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About Bunn Fawcett

Bunn Fawcett is an Investment Advisor Representative at AZA Capital Management in Chicago, Illinois. Bunn Fawcett has been in the industry for 31 years and is currently registered with the state of Arkansas and Texas. Bunn Fawcett has experience at KESTRA Investment Services, LLC, AIG Financial Advisors, INC., SUNAMERICA SECURITIES, INC. and PRINCIPAL FINANCIAL SECURITIES, INC. Bunn Fawcett has passed the Series 63, 65, 7 and 24 exams. Bunn Fawcett is a member of the Southwest Arkansas Water District board of directors.

Firm Information

Bunn Fawcett is currently registered with AZA Capital Management. AZA Capital Management is a Chicago, Illinois-based investment advisor with approximately $313,786,800 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations.
AZA Capital Management

141 W JACKSON BLVD

CHICAGO, IL 60604

$313.79M

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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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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Bunn Fawcett’s Registration & Firm History

AR

04/21/2023 - Present

AZA Capital Management (TEXARKANA AR)

AR

11/07/2006 - 07/20/2017

KESTRA INVESTMENT SERVICES, LLC (TEXARKANA AR)

TX

10/31/2005 - 11/16/2006

AIG FINANCIAL ADVISORS, INC. (TEXARKANA TX)

AZ

11/18/1996 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

TX

01/06/1992 - 11/21/1996

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 06/17/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2000

Series 24 - General Securities Principal Examination

BC

Issued 07/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bunn Fawcett.
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