RIA Intel›Advisers›Texas›JOSEPH HOPKINS AND ASSOCIATES LLC

JOSEPH HOPKINS AND ASSOCIATES LLC

Advisory

TOMBALL, TX

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in TX

#1,610

of 2,813 advisers by AUM

Average account

$228K

across 294 accounts

AUM per adviser

$67M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$67M

Discretionary AUM$67M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients148

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

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

148 clients

15 high-net-worth

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

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