RIA Intel›Advisers›Texas›LEBAIR FINANCIAL SERVICES, INC.

LEBAIR FINANCIAL SERVICES, INC.

Advisory

TX

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in TX

#1,483

of 2,813 advisers by AUM

Average account

$581K

across 155 accounts

AUM per adviser

$30M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$90M

Discretionary AUM$0

Non-Discretionary AUM$90M

Discretionary %0%

Total Clients21

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndJanuary

Operates InTX

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

21 clients

16 high-net-worth

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

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