RIA Intel›Advisers›Texas›LASETER, DONALD LEE

LASETER, DONALD LEE

Advisory

TX

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in TX
#2,202
of 2,813 advisers by AUM
Average account
$894K
across 19 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$17M
Discretionary %
100%
Clients
9
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$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
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.

GOLDEN SPREAD WEALTH, LLC
CANADIAN, TX
$17M
PEARL CAPITAL INVESTMENTS LLC
$17M
INTELLIWEALTH FINANCIAL ADVISORS, LTD.
PLANO, TX
$17M
ALTERNA CAPITAL MANAGEMENT, LLC
HOUSTON, TX
$17M
-92.3% 1Y
USF ALTERNATIVE SERVICES, LLC
HOUSTON, TX
$17M
0.0% 1Y
MISSION INSTITUTIONAL ADVISORS LLC
DALLAS, TX
$17M
-4.2% 1Y

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