RIA Intel›Advisers›Texas›BROYLES ADVISORY, LLC

BROYLES ADVISORY, LLC

Advisory

TX

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in TX

#1,500

of 2,813 advisers by AUM

Average account

$2M

across 46 accounts

AUM per adviser

$85M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

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

16 clients

14 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.

ALIGNMENT CAPITAL GROUP, LLC

$85M

LIFETIME CAPITAL PLANNING GROUP LLC

FLOWER MOUND, TX

$85M

GUIDING FINANCIAL LLC

$85M

COOPER LARRY CLARK

$85M

CHRISTOPHER GUY MARTIN

$85M

SWEETWATER FINANCIAL ADVISORS, LLC

$84M

Get the full picture on BROYLES ADVISORY, LLC

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

Create a free account →See plans