RIA Intel›Advisers›Texas›J. TEAM FINANCIAL, INC.

J. TEAM FINANCIAL, INC.

Advisory

N·ABILENE, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$262M

1-Year AUM Growth

+12.4%

3-Year CAGR

+14.7%

Employees

8

Assets Under Management

Total AUM$262M

Discretionary AUM$244M

Non-Discretionary AUM$18M

Discretionary %93%

Total Clients259

Team

Total Employees8

Investment Advisers11

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingSep 17, 2013

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on J. TEAM FINANCIAL, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.