RIA Intel›Advisers›Texas›BOLGIANO FINANCIAL LLC

BOLGIANO FINANCIAL LLC

Advisory

MIDLOTHIAN, TX

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in TX

#1,916

of 2,813 advisers by AUM

Average account

$168K

across 208 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$134K

Discretionary %99.6%

Total Clients85

Team

Total Employees1

Investment Advisers1

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.

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

85 clients

8 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.

GLOBAL FINANCIAL ADVISORS I, LP

$35M

FORCE ACRES, LLC

$35M

FAIRWAY ASSET MANAGEMENT, LLC

$35M

WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD

$35M

GATEWAY FINANCIAL ADVISORS TEXAS, LLC

$35M

SPYGLASS MANAGEMENT, LP

$35M

Get the full picture on BOLGIANO FINANCIAL LLC

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

Create a free account →See plans