RIA Intel›Advisers›Texas›HELFRICH, MARC CHRISTOPHER

HELFRICH, MARC CHRISTOPHER

Advisory

VAN ALSTYNE, TX

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in TX
#1,925
of 2,813 advisers by AUM
Average account
$419K
across 80 accounts
AUM per adviser
$34M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$34M
Discretionary %
0%
Clients
82
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$34M
Discretionary AUM$0
Non-Discretionary AUM$34M
Discretionary %0%
Total Clients82
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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