RIA IntelAdvisersTexasEXPONENTIAL ADVISORS LLC

EXPONENTIAL ADVISORS LLC

Advisory

TX

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in TX
#2,794
of 2,813 advisers by AUM
Average account
$10K
across 2 accounts
AUM per adviser
$19K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$19K
Discretionary %
100%
Clients
Employees
1

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$19K
Discretionary AUM$19K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

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-53.1% 1Y
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WEHLING INVESTMENT MANAGEMENT, LLC
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$16K
EBQUANT, LLC
$23K
CONCEPTUM STRATEGIES LLC
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$24K
HOFFMAN WEALTH ADVISORS LLC
DALLAS, TX
$13K

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