RIA Intel›Advisers›Texas›ANOVA MANAGEMENT INC.

ANOVA MANAGEMENT INC.

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#2,143

of 2,813 advisers by AUM

Average account

$348K

across 58 accounts

AUM per adviser

$7M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NY, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

41 clients

30 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

VAULKSHIRE LLC

SAN ANTONIO, TX

$20M

QUANTWEALTH ADVISORS LLC

$20M

TEXAS ELITE ADVISORY, LLC

$20M

THINK DIFFERENT WEALTH ADVISORS LLC

$20M

STILLFOREST WEALTH MANAGEMENT LLC

HOUSTON, TX

$20M

JONES CAPITAL ADVISORS, LLC

MURPHY, TX

$20M

Get the full picture on ANOVA MANAGEMENT INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ANOVA MANAGEMENT INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans