RIA Intel›Advisers›Texas›CONNOLLY, SHAWN, LAWRENCE

CONNOLLY, SHAWN, LAWRENCE

Advisory

TX

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in TX
#2,745
of 2,813 advisers by AUM
Average account
$45K
across 7 accounts
AUM per adviser
$316K
1 adviser

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM
$316K
Discretionary %
100%
Clients
7
Employees
1

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$316K
Discretionary AUM$316K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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