RIA Intel›Advisers›Texas›ENERVEST INVESTMENT SERVICES, L.L.C.

ENERVEST INVESTMENT SERVICES, L.L.C.

Advisory

N·HOUSTON, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

-4.7%

3-Year CAGR

-6.1%

Employees

9

Assets Under Management

Total AUM$1.0B

Discretionary AUM$1.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees9

Investment Advisers316

Employee Growth (1Y)-13.3%

Filing History

Total Filings on Record17

First FilingMay 15, 2018

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 8+ 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 ENERVEST INVESTMENT SERVICES, L.L.C.

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