RIA Intel›Advisers›Texas›MAL-1 FINANCIAL, LLC

MAL-1 FINANCIAL, LLC

Advisory

LAKEWAY, TX

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in TX

#1,640

of 2,813 advisers by AUM

Average account

$202K

across 307 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients99

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, 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

99 clients

29 high-net-worth

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

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