RIA Intel›Advisers›Texas›INVESTORS BROKERAGE OF TEXAS, LTD.

INVESTORS BROKERAGE OF TEXAS, LTD.

Advisory

WACO, TX

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in TX

#1,440

of 2,813 advisers by AUM

Average account

$6M

across 17 accounts

AUM per adviser

$49M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$99M

Discretionary AUM$0

Non-Discretionary AUM$99M

Discretionary %0%

Total Clients14

Team

Total Employees8

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructurePartnership

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

CA PARTNERS LLC

$99M

COVE KEY MANAGEMENT LP

$98M

SHIELD ADVISORS CORP.

$98M

GRP ROYALTY HOLDINGS LLC

$99M

CAZ GP STAKES ADVISER LLC

$99M

$98M

Get the full picture on INVESTORS BROKERAGE OF TEXAS, LTD.

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

Create a free account →See plans