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Cottonwood Capital Advisors Employee Directory

Financial ServicesTexas, United States2-10 Employees

Cottonwood Capital Advisors is a small financial services firm based in Irving, Texas. It centers its work on three core principles—candor, wisdom, and stewardship—and uses values-driven planning to inform long-term financial decisions. The firm positions its services as wealth management guided by a deliberate planning process designed to support clients' enduring financial goals.

As a boutique advisory practice within the financial services industry, the company emphasizes careful, client-focused guidance. Its approach helps clients navigate long-term financial considerations through a structured planning framework rooted in its core values.

Find Cottonwood Capital Advisors employees' phone numbers or email addresses

Cottonwood Capital Advisors Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Cottonwood Capital Advisors's Leadership

  • Stylized image of a person
    J. R.
    Founder - Director Of Business Development
    Mobile Phone
  • Stylized image of a person
    S. S.
    Founder
    Mobile Phone
  • Stylized image of a person
    K. H.
    Partner, Director Of Operations
    Mobile Phone
  • Stylized image of a person
    C. B.
    Financial Advisor
    Mobile Phone

Cottonwood Capital Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Business

Contact profiles from Cottonwood Capital Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. R.
    Founder - Director Of Business Development
    Mobile Phone
    United StatesTexas
    Apr 17, 2026
  • Stylized image of a person
    S. S.
    Founder
    Mobile Phone
    United StatesTexas
    Apr 16, 2026
  • Stylized image of a person
    K. H.
    Partner, Director Of Operations
    Mobile Phone
    United StatesTexas
    May 29, 2026
  • Stylized image of a person
    C. B.
    Financial Advisor
    Mobile Phone
    United StatesTexas
    Oct 15, 2025

Frequently Asked Questions

What is Cottonwood Capital Advisors known for?

Minus sign iconPlus sign iconCottonwood Capital Advisors was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-972-573-****
. Explore Cottonwood Capital Advisors's company overview page for more information.

What is Cottonwood Capital Advisors's most common email format?

Minus sign iconPlus sign iconCottonwood Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cottonwood Capital Advisors email formats with LeadIQ.

How many employees does Cottonwood Capital Advisors have currently?

Minus sign iconPlus sign iconCottonwood Capital Advisors has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Cottonwood Capital Advisors's key employees and leadership?

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As of August 2026, Cottonwood Capital Advisors's key employees include:

  • Founder - Director Of Business Development: J. R.
  • Founder: S. S.
  • Partner, Director Of Operations: K. H.
  • Financial Advisor: C. B.

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