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KOMONS FINANCIAL LLC

Advisory

CARROLLTON, TX

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in TX
#1,909
of 2,813 advisers by AUM
Average account
$164K
across 217 accounts
AUM per adviser
$36M
1 adviser

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM
$36M
Discretionary %
55.2%
Clients
103
Employees
1

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$36M
Discretionary AUM$20M
Non-Discretionary AUM$16M
Discretionary %55.2%
Total Clients103
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

DEWITT AND DUNN FINANCIAL SERVICES, LLC
ADDISON, TX
$36M
GURUFOCUS INVESTMENTS, LLC
PLANO, TX
$36M
+18.7% 1Y
SEAY STEWARDSHIP & INVESTMENT CO.
DALLAS, TX
$36M
0.0% 1Y
NOBLES & RICHARDS ADVISORS, LLC
PLANO, TX
$35M
SJP ADVISORS,LLC
DALLAS, TX
$35M
ROCKWALL WEALTH ADVISORS LLC
ROCKWALL, TX
$36M

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