RIA Intel›Advisers›Texas›GAP FINANCIAL SERVICES, LLC

GAP FINANCIAL SERVICES, LLC

Advisory

TX

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in TX

#1,428

of 2,813 advisers by AUM

Average account

$1M

across 92 accounts

AUM per adviser

$25M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$101M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$101M

Discretionary AUM$101M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees6

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

87 clients

61 high-net-worth

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

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