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ANCAP FINANCIAL LLC

Advisory

TX

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in TX
#1,636
of 2,813 advisers by AUM
Average account
$186K
across 338 accounts
AUM per adviser
$31M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM
$63M
Discretionary %
100%
Clients
68
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$63M
Discretionary AUM$63M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients68
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

CAZ/INROADS GROUP, L.L.C.
HOUSTON, TX
$63M
+1.6% 1Y
SHADE TREE PARTNERS LLC
DALLAS, TX
$63M
THE MCKEEL COMPANY, LLC
FLOWER MOUND, TX
$63M
-26.7% 1Y
THIRD COAST WEALTH ADVISORS, INC.
AUSTIN, TX
$63M
-14.9% 1Y
CROW HOLDINGS PARTNERS, L.L.C.
DALLAS, TX
$62M
0.0% 1Y
CLOVER PARTNERS, L.P.
$62M
-41.1% 1Y

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