RIA IntelAdvisersTexasHODOS WEALTH GROUP, LLC

HODOS WEALTH GROUP, LLC

Advisory

THE WOODLANDS, TX

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in TX
#2,008
of 2,813 advisers by AUM
Average account
$359K
across 79 accounts
AUM per adviser
$28M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$28M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$28M
Discretionary AUM$27M
Non-Discretionary AUM$1M
Discretionary %95.6%
Total Clients25
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

TMS CAPITAL MANAGEMENT LTD.
HOUSTON, TX
$28M
+5.3% 1Y
MONARCH VISION ADVISORS, L.L.C.
DALLAS, TX
$28M
CONCERT FINANCIAL PLANNING, LLC
HOUSTON, TX
$29M
EKLEKTIKOS CAPITAL MANAGEMENT, LP
AUSTIN, TX
$29M
-23.5% 1Y
SVANE CAPITAL, LLC
$28M
SANSOTERRA GROUP LLC
$29M
-25.7% 1Y

Get the full picture on HODOS WEALTH GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HODOS WEALTH GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans