RIA Intel›Advisers›Texas›MAJESTIC OAK FINANCIAL, LLC

MAJESTIC OAK FINANCIAL, LLC

Advisory

TX

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

Rank in TX

#1,736

of 2,813 advisers by AUM

Average account

$248K

across 206 accounts

AUM per adviser

$51M

1 advisers

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

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$51M

Discretionary AUM$50M

Non-Discretionary AUM$725K

Discretionary %98.6%

Total Clients84

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, CA, NY, 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

84 clients

8 high-net-worth

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

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