Ross Pauley
Capital Achievements · Dallas, Texas
Ross Pauley is a fee-only financial advisor at Capital Achievements in Dallas, Texas, who holds the CFP credential. Capital Achievements reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Capital Achievements |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $154.6M across 170 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4443719 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Ross's firm compares
- Capital Achievements's average account is about $910,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Ross
Is Ross Pauley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Capital Achievements reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ross charge for financial advice?
Ross's firm, Capital Achievements, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ross Pauley based?
Ross Pauley is based in Dallas, Texas.
What credentials does Ross Pauley hold?
Ross Pauley holds the CFP credential.
Is Ross Pauley registered with the SEC?
Yes. Ross Pauley is registered as an investment adviser representative in TX (CRD 4443719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Achievements manage?
Capital Achievements reports $154.6M across 170 accounts in assets under management.
How do I contact Ross Pauley?
Contact details aren't on file yet. Search for Capital Achievements.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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