RIA Intel›Advisers›Texas›GAGNI ASSET MANAGEMENT LLC

GAGNI ASSET MANAGEMENT LLC

Advisory

SAN ANTONIO, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#1,669

of 2,813 advisers by AUM

Average account

$218K

across 274 accounts

AUM per adviser

$20M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients149

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

149 clients

39 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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HAMRICK FINANCIAL, LLC

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THE VIABLE GROUP, INC.

SAN ANTONIO, TX

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