RIA IntelAdvisersTexasHAMRICK FINANCIAL, LLC

HAMRICK FINANCIAL, LLC

Advisory

TX

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

Rank in TX
#1,666
of 2,813 advisers by AUM
Average account
$290K
across 207 accounts
AUM per adviser
$60M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$60M
Discretionary %
0%
Clients
126
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$60M
Discretionary AUM$0
Non-Discretionary AUM$60M
Discretionary %0%
Total Clients126
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.

THE VIABLE GROUP, INC.
SAN ANTONIO, TX
$60M
MUSTANG CAPITAL MANAGEMENT, LLC.
$60M
+2.5% 1Y
AFS INVESTMENT ADVISORS, INC.
AUSTIN, TX
$60M
+18.5% 1Y
GESSNER WEALTH STRATEGIES LLC
HOUSTON, TX
$60M
PRINCETON INVESTMENT ADVISORS, LLC
HOUSTON, TX
$60M
-2.5% 1Y
GAGNI ASSET MANAGEMENT LLC
SAN ANTONIO, TX
$60M

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