Brian Thomas Boswell

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 07/2024
  Oakwell Private Wealth Management
  Austin, TX
• 07/2024 → Present
  Savvy
  Georgetown, TX

Previous Registrations

• 2015-02-26 → 2024-07-15
  Oakwell Private Wealth Management
  Austin, TX
  Austin, TX
  Georgetown, TX
• 2014-09-29 → 2015-02-24
  Vsr Financial Services, Inc.
  Austin, TX
  Overland Park, KS
• 2013-07-15 → 2014-09-26
  Cuso Financial Services, L.P.
  San Diego, CA
• 2013-02-01 → 2013-07-01
  Lpl Financial Llc
  Austin, TX
• 2011-04-15 → 2013-01-23
  Charles Schwab & Co., Inc.
  Austin, TX
• 2008-04-17 → 2011-03-29
  Strategic Financial Concepts, Llc
  San Antonio, TX

Other Businesses

Frio Canyon Advisors LLC located at 551 South IH 35, Suite 302, Round Rock, TX 78664. Investment Related. Start Date: 06/2024. Position: Principal. Nature: Fixed Life Insurance. Duties: Insurance planning for wealth management clients. Approximately 5 hours per month. ABS Payroll, noninvestment related, Georgetown, TX, payroll consulting, consultant, 07/01/2026, 1 hr/month, 0 hr/trading, identifying payroll opportunities and consulting with ABS payroll Mobilia Consulting, noninvestment related, Georgetown, TX, expense consulting, consultant, 07/29/2026, 1 hr/month, 0 hr/trading, identifying expense reduction opportunities for business owners and consulting with Mobilia Consulting

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-08
• S63 Uniform Securities Agent State Law Examination
  2007-01-19

Designations

• Certified Financial Planner

Other Names

• Brian Boswell