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DESIGNER TECHNOLOGIES, INC.

Advisory

N·

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$89M

1-Year AUM Growth

+17.3%

3-Year CAGR

+29.4%

Employees

13

Assets Under Management

Total AUM$89M

Discretionary AUM$89M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,082

Team

Total Employees13

Investment Advisers36

Employee Growth (1Y)-11.8%

Filing History

Total Filings on Record26

First FilingMar 22, 2016

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DESIGNER TECHNOLOGIES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.