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Brent Wilson Little

CFP®
AUSTIN, TX
·CRD# 4636957·25 years experience

Professional Summary

Brent Wilson Little, CFP®, who also goes by Brent Little, was a registered financial advisor. Brent was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brent had worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brent Little

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2004

Years of Experience

25 years in the financial services industry

Current & Past Employments

Unknown Firm·
500 W 2nd Street Ste 1900, Austin, TX 78701
July 9, 2026 - Present
RGT WEALTH ADVISORS·CRD# 104953
RIA
Dallas, TX
December 6, 2021 - November 23, 2022
ODYSSEY WEALTH·CRD# 139943
RIA
Plano, TX
April 18, 2006 - December 31, 2021
CAIN, WATTERS & ASSOCIATES, LLC·CRD# 111521
RIA
Dallas, TX
February 19, 2003 - January 29, 2004

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

JKL Property Management, LLC; real estate holding company; manager; Dec 2011; 1 hour/quarter devoted to other business BEPS GP, LLC; general partner to personal family limited partnership; manager; Mar 2023; 1 hour/quarter devoted to other business BEPS Family Limited Partnership; passive investment holding company; manager; Mar 2023; 1 hour/quarter devoted to other business BEPS Investments, LLC; real estate holding company; manager; Mar 2016; 1 hour/quarter devoted to other business BEPS Investments II, LLC; passive investment holding company; manager; Mar 2020; 1 hour/quarter devoted to other business Brent W. Little, PLLC; S Corp Status for Theory79 income; manager; Mar 2020; 1 hour/quarter devoted to other business

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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.
IAR
Texas
(7/9/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2000About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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BL
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