RIA Intel›Advisers›Texas›B2 INNOVATIONS LLC

B2 INNOVATIONS LLC

Advisory

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in TX

#2,099

of 2,813 advisers by AUM

Average account

$316K

across 70 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$22M

Discretionary %

96.1%

Clients

12

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$22M

Discretionary AUM$21M

Non-Discretionary AUM$863K

Discretionary %96.1%

Total Clients12

Team

Total Employees2

Investment Advisers1

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.

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

12 clients

5 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.

MCMULLEN FINANCIAL

LEWISVILLE, TX

$22M

DAVID PORTER HENNEKE

ALICE, TX

$22M

-22.3% 1Y

YIELD FINANCIAL ADVISORS, INC.

MCKINNEY, TX

$22M

BRIDGE TO WEALTH LLC

$22M

TRAVIS STREET ADVISORS, L.L.C.

DALLAS, TX

$22M

-10.6% 1Y

LEGACY FINANCIAL PLANNING LLC

$22M

Get the full picture on B2 INNOVATIONS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track B2 INNOVATIONS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans