RIA Intel›Advisers›Texas›COURSE 26, LLC

COURSE 26, LLC

Advisory

FORT WORTH, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX
#1,588
of 2,813 advisers by AUM
Average account
$1M
across 52 accounts
AUM per adviser
$35M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$70M
Discretionary %
75.9%
Clients
27
Employees
3

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$70M
Discretionary AUM$53M
Non-Discretionary AUM$17M
Discretionary %75.9%
Total Clients27
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

VERITRUST FINANCIAL, LLC
AUSTIN, TX
$71M
+12.0% 1Y
TAMARIND ADVISORS LLC
SUGARLAND, TX
$70M
RUTLAND DICKSON ASSET MANAGEMENT, LLC
DALLAS, TX
$70M
+5.4% 1Y
GREEN INVESTMENT MANAGEMENT, INC.
FORT WORTH, TX
$71M
-23.3% 1Y
EFS ASSET MANAGEMENT LLC
DALLAS, TX
$70M
-61.2% 1Y
TETON CAPITAL PARTNERS, L.P.
AUSTIN, TX
$70M
+75.0% 1Y

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