Cottonwood Capital Advisors

Overview

Cottonwood Capital Advisors is an SEC registered investment adviser based in Irving, TX, registered since 2023. It reports $347M in assets under management across 640 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$347M

Discretionary

100%

Accounts

640

Average account

$543K

Employees

5

Advisory reps

5

Registered since

2023

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• John William Rubottom Jr Founder, Director of Business Development CRD 4576246
• Stephen Barnett Shipley Founder, Director of Financial Planning, Chief Compliance Officer CRD 2413071
• Kristen Joy Holt Partner, Director of Operations CRD 5429380

Advisory reps 3 of 5

• Christa Dianne Bass Insurance Agent · Investment Adviser Rep CRD 6269088
• Victor Berlizov Investment Adviser Rep CRD 8114576
• Kristen Joy Holt Investment Adviser Rep CRD 5429380

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

105 Decker Ct Ste 730
Irving, TX 75062

County

Dallas

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: cottonwoodcapitaladvisors.com

Every state, with registration dates

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