RIA Intel›Advisers›Texas›FIRST ENDOWMENT DEVELOPMENT CORP

FIRST ENDOWMENT DEVELOPMENT CORP

Advisory

N·HOUSTON, TX

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM

$2.8B

1-Year AUM Growth

-28.9%

3-Year CAGR

-10.3%

Employees

10

Assets Under Management

Total AUM$2.8B

Discretionary AUM$260M

Non-Discretionary AUM$2.5B

Discretionary %9.3%

Total Clients118

Team

Total Employees10

Investment Advisers15

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record106

First FilingJan 30, 2001

Latest FilingMar 20, 2026

🔒 Full AUM trend chart and 106 historical filings spanning 25+ 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 FIRST ENDOWMENT DEVELOPMENT CORP

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