RIA Intel›Advisers›Texas›CIRCADIA FINANCIAL PLANNING LLC

CIRCADIA FINANCIAL PLANNING LLC

Advisory

TX

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

Rank in TX

#2,004

of 2,813 advisers by AUM

Average account

$925K

across 31 accounts

AUM per adviser

$29M

1 advisers

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

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

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.

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

8 clients

2 high-net-worth

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

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