Craig Wenning

ANNANDALE CAPITAL

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CRD#: 3095090

Professional summary

Craig Wenning is a registered financial advisor currently at ANNANDALE CAPITAL, LLC .

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Craig has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Wenning's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 9, 2009 - Present

ANNANDALE CAPITAL, LLC

RIA

CRD#: 136667

Past

November 14, 2005 - April 17, 2008

SYMMETRY CAPITAL ADVISORS LLC

RIA

CRD#: 122563

DALLAS, TX

Past

August 26, 1998 - October 13, 1998

B. RILEY SECURITIES, INC.

CRD#: 25027

ARLINGTON, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANNANDALE CAPITAL, LLC

CRD#: 136667 / SEC#: 801-64802

RIA

Registered Investment Advisory firm - (10/11/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/9/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/30/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/25/1998

General Securities Representative Examination

Current Firm

ANNANDALE CAPITAL, LLC

CRD#: 136667 / SEC#: 801-64802

RIA

Registered Investment Advisory firm - (10/11/2005 Approved)

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Contact information

Main Address

2626 Cole Avenue, Suite 700, Dallas, TX 75204

Mailing Address

Phone number

(214) 523-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANNANDALE CAPITAL, LLC ADV BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 1,390,449,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Craig Wenning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Wenning's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANNANDALE CAPITAL, LLC

SYMMETRY CAPITAL ADVISORS LLC

B. RILEY SECURITIES, INC.

Primary Firm SEC Registration

ANNANDALE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/30/2005

Series 7

Date: 8/25/1998

Current Firm

ANNANDALE CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANNANDALE CAPITAL, LLC

TRUST BUT VERIFY

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