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PERRYMAN FINANCIAL ADVISORY, INC.

DALLAS, TX · CRD 107653 · IAPD ↗ · billperryman.com · 972-770-4800

$1.02BRegulatory AUM
6Advisory reps
8Employees
0Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — PERRYMAN FINANCIAL ADVISORY, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — PERRYMAN FINANCIAL ADVISORY, INC. crossed $1B in regulatory AUM ($796.3M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2024 — PERRYMAN FINANCIAL ADVISORY, INC. reported RAUM up 29% ($520.9M -> $670.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2024 — PERRYMAN FINANCIAL ADVISORY, INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.