Frederick E. Rowe

GREENBRIER PARTNERS CAPITAL MANAGEMENT

Dallas, TX 75219

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CRD#: 406088

Professional summary

Frederick Earle Rowe JR is a registered financial advisor currently at GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC located in Dallas, Texas.

Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Frederick has worked at 4 firms and has passed the Series 1, F04, Series 40 and Series 4 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 Frederick Earle Rowe JR's 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

June 18, 2012 - Present

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

Office #1: 3879 Maple Avenue Suite 350, Dallas, TX 75219

RIA

CRD#: 160830

Dallas, TX

Past

December 1, 1978 - April 5, 2002

ROWE & COMPANY, INC.

CRD#: 7723

DALLAS, TX

Past

November 22, 1976 - October 17, 1978

SCHNEIDER, BERNET & HICKMAN, INC.

CRD#: 750

Past

May 12, 1975 - November 27, 1976

WOOD, STRUTHERS & WINTHROP INC

CRD#: 903

Past

April 2, 1973 - June 1, 1975

SCHNEIDER, BERNET & HICKMAN, INC.

CRD#: 750

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".

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

CRD#: 160830 / SEC#: 801-74396

RIA

Registered Investment Advisory firm - (3/29/2012 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
(6/18/2012)

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

General Industry/Product Exam

Series 1

Date: 3/27/1973

Registered Representative Examination

Principal/Supervisory Exam

F04

Date: 10/10/1978

Financial Principal Examination

Principal/Supervisory Exam

Series 40

Date: 10/11/1977

Registered Principal Examination

Principal/Supervisory Exam

Series 4

Date: 5/15/1975

Registered Options Principal Examination

Current Firm

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

CRD#: 160830 / SEC#: 801-74396

RIA

Registered Investment Advisory firm - (3/29/2012 Approved)

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Contact information

Main Address

3879 Maple Avenue Suite 350, Dallas, TX 75219

Mailing Address

Phone number

(214) 720-2060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC FORM AVD PART 2A MARCH 2023 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 1,389,128,586

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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Frederick E. Rowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Earle Rowe JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROWE & COMPANY, INC.

SCHNEIDER, BERNET & HICKMAN, INC.

WOOD, STRUTHERS & WINTHROP INC

SCHNEIDER, BERNET & HICKMAN, INC.

Primary Firm SEC Registration

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 1

Date: 3/27/1973

F04

Date: 10/10/1978

Series 40

Date: 10/11/1977

Series 4

Date: 5/15/1975

Current Firm

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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