RIA IntelAdvisersTexasAS INVESTMENT PARTNERS LLC

AS INVESTMENT PARTNERS LLC

Advisory

TX

Data as of Jun 24, 2026 · Source: SEC Form ADV

Rank in TX
#2,611
of 2,813 advisers by AUM
Average account
$187K
across 13 accounts
AUM per adviser
$2M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM
$2M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
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.

YOUR PATH FINANCIAL LLC
$2M
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HOUSTON, TX
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MSM ADVISORY, LLC
$2M
GOLCONDA CAPITAL MANAGEMENT, LLC
$3M
IDYLIAN CAPITAL, LLC
MCALLEN, TX
$3M
MONREAL,MARK
$3M

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