RIA Intel›Advisers›Texas›KAREN LEA PONG, SOLE PROPRIETOR

KAREN LEA PONG, SOLE PROPRIETOR

Advisory

TX

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in TX

#2,044

of 2,813 advisers by AUM

Average account

$684K

across 38 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNM, TX

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.

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Owners & Officers

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

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Client Demographics

45 clients

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

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