RIA Intel›Advisers›Texas›EDK ADVISORY, PLLC

EDK ADVISORY, PLLC

Advisory

FRISCO, TX

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in TX
#1,690
of 2,813 advisers by AUM
Average account
$331K
across 170 accounts
AUM per adviser
$56M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$56M
Discretionary %
100%
Clients
57
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$56M
Discretionary AUM$56M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients57
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureOther (specify)
Fiscal Year EndDecember
Operates InIA, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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