RIA Intel›Advisers›Texas›ESTES FINANCIAL SERVICES, INC.

ESTES FINANCIAL SERVICES, INC.

Advisory

FORT WORTH, TX

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in TX

#2,517

of 2,813 advisers by AUM

Average account

$136K

across 35 accounts

AUM per adviser

$2M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$5M

Discretionary %

100%

Clients

32

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$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

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

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$5M

DLR ADVISORS LLC

RICHMOND, TX

$5M

-70.6% 1Y

RIO OAKS LLC

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$5M

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