Kenny Marchant

Kenny Marchant Net Worth & Financial Disclosure

house

Annual financial disclosure for 2008, filed June 19, 2008. Includes 59 assets and 9 liabilities.

Est. Net Worth
$27.5M
2008 annual disclosure
Total Assets
$14.3M - $56.5M
59 assets
Total Liabilities
$3.3M - $12.6M
9 liabilities
Total Trades
1,724
From PTR filings
Trade Volume
$350.4M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$27.5M
2011$2.7M
2013$68.8M

Assets by Category

LLC / Partnership$17.9M (16)
Retirement & Pension$4.6M (8)
Other$4M (5)
Bank & Cash$3.2M (7)
Real Estate$3.1M (7)
Mutual Funds$2.2M (10)
Stocks$425K (3)
Insurance$0 (3)

Top Stock Holdings (from trades)

All Assets (59)

AssetValue
Arlington Timberlake Ltd Partner
Arlington, TX, US
$100,001 - $250,000
Manken Interests Ltd
N/A
The Argentinean Stock Exchanged for Compass Bank Stock
$100,001 - $250,000
Bonita Land and Cattle 3 Ltd Partners
$5,000,001 - $25,000,000
First Dallas Securities KM IRA
$100,001 - $250,000
First Dallas Securities Stock & Bond Account
$1,000,001 - $5,000,000
Hobart Dev Inc
Sherman
$500,001 - $1,000,000
Keller Woodland Springs Ltd
N/A
HGM Dev Inc
Denison, TX
$100,001 - $250,000
Lone Star Land Bank Loan Rebate
N/A
3-Trail LLC
$50,001 - $100,000
1% Land
Phoenix, AZ
$50,001 - $100,000
Accounts Receivable from Hobart Dev
$500,001 - $1,000,000
Ranch 167 Acres
Sherman, TX
N/A
Ranch 2200 Acres
Lindsay, TX, US
N/A
Bonita 292 Acres
Montague Co., TX, US
N/A
RKM Properties Ltd
Little Elm, TX, US
$500,001 - $1,000,000
Sequel IT Corp Loan
$50,001 - $100,000
Southwest Securities Dana Inv Advisors Fund
$100,001 - $250,000
Southwest Securities Dr. Swaim Fund
$250,001 - $500,000
Southwest Securities Fred Alger Funds
$100,001 - $250,000
Southwest Securities Lazard RMG-87
$100,001 - $250,000
Timber Tech Partners
$1,001 - $15,000
View Point Bank Bank Account
$50,001 - $100,000
View Point Bank Bank Account
$50,001 - $100,000
Park Dev LP - LLLP
N/A
Stock Account - SWS Securities Managed
$50,001 - $100,000
Marken Interests Ltd
N/A
Ashwood C I Inc; Marken Asset Management (AAA used in 1st line for Scheduling)
$50,001 - $100,000
Amichi Restaurant Note Receivable
$100,001 - $250,000
MKN Capital SWS Fund
$250,000 - $500,000
CPC Energy SBS
$15,001 - $50,000
CPC Energy SBS "B"
$50,001 - $100,000
CPC Europe Fund III
$500,001 - $1,000,000
CPC Europe Fund IV
$1,000,001 - $5,000,000
CPC Razor
$100,001 - $250,000
CPC Schnewepps SBS Ltd Partners
$250,001 - $500,000
Dana Advisors SWS Fund
$100,001 - $250,000
Dana Investment SWS Fund
$100,001 - $250,000
Dreman Value Mgt SWS Fund
$100,001 - $250,000
First Dallas Securities Holdings
$1,000,001 - $5,000,000
Josey Rancho Bar Ltd Partner
$100,001 - $250,000
Land - 163 Acres
Silverton, TX, US
N/A
Land - 73 Acres (1/2 interest)
Ft Worth, TX, US
$1,000,001 - $5,000,000
Lazard Asset Mgr
$100,001 - $250,000
Loscott Capital SWS Fund
$100,001 - $250,000
Mineral Rights - 292 Acres
Andrews, TX, US
N/A
Northcrest Mortgage Inc - Shareholder
$100,001 - $250,000
One Tech Partners - Milagro Exploration
Midland, TX, US
$50,001 - $100,000
One Tech Partners - Milagro Base
Pearson, AR, US
N/A
One Tech Partners - Milagro
Fayetteville, AR, US
N/A
TAT, Inc
Nixa, MO, US
$500,001 - $1,000,000
American General Insurance
N/A
Simmons Bank Bank Account
$1,001 - $15,000
First Dallas Securities IRA
$1,001 - $15,000
Hartford Insurance
N/A
Metropolitan Life Insurance
N/A
Cash and Money Market Funds
$39 - $39
Bank Deposit Sweep Option
$1,123 - $1,123

Liabilities (9)

CreditorTypeAmount
Chase Bank Dallasline of credit$50,001 - $100,000
View Point Bank, Carrollton, TXother$250,001 - $500,000
Lone Star Land Bank Texasmortgage$1,000,001 - $5,000,000
Lone Star Land Bank Texasmortgage$100,001 - $250,000
Lone Star Land Bank Texasmortgage$100,001 - $250,000
All credit card balances paid in full each monthcredit card$10,001 - $15,000
North Dallas Bankline of credit$500,001 - $1,000,000
Lone Star Land Bank Texasmortgage$1,000,001 - $5,000,000
Lone Star Land Bank Texasmortgage$250,001 - $500,000

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$3.8M
Basic Materials$50.9M
Healthcare$4M
Financial Services$5.5M
Industrials$3.5M
Communication Services$1.7M
Insurance$105K
Banking$410K
Real Estate$393K
Technology$53.7M
Consumer Defensive$1.1M
Manufacturing$280K
Energy$155.9M
Services$635K
Retail Trade$666K
Utilities$243K
Construction$97K
Mining$33K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).
Kenny Marchant Net Worth & Financial Disclosure 2008: Assets & Portfolio | Congress Stock Tracker