RIA Intel›Advisers›Texas›AKG FINANCIAL, LLC

AKG FINANCIAL, LLC

Advisory

TX

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in TX

#1,478

of 2,813 advisers by AUM

Average account

$502K

across 181 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$91M

Discretionary AUM$85M

Non-Discretionary AUM$5M

Discretionary %94%

Total Clients24

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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BROWN & BROWN FINANCIAL SERVICES, INC.

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