RIA Intel›Advisers›Texas›JOHN DAVID THORNTON

JOHN DAVID THORNTON

Advisory

HOUSTON, TX

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in TX
#1,722
of 2,813 advisers by AUM
Average account
$198K
across 269 accounts
AUM per adviser
$27M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$53M
Discretionary %
100%
Clients
140
Employees
2

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$53M
Discretionary AUM$53M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients140
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

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ARETE INVESTMENTS, LLC
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$54M
THE ART OF FINANCE LLC
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KONNECT HEALTH AND WEALTH LLC
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WEALTH SOLUTIONS, INC.
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$54M

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