RIA Intel›Advisers›Texas›HHH FINANCIAL SOLUTIONS, LLC

HHH FINANCIAL SOLUTIONS, LLC

Advisory

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in TX

#1,993

of 2,813 advisers by AUM

Average account

$305K

across 96 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

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

44 clients

9 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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MOWERY CAPITAL MANAGEMENT, LLC

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-5.9% 1Y

RIDGEBACK FINANCIAL LLC

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