RIA IntelAdvisersTexasMIND SPAN, INC.

MIND SPAN, INC.

Advisory

TX

Data as of Apr 3, 2026 · Source: SEC Form ADV

Rank in TX
#1,490
of 2,813 advisers by AUM
Average account
$8M
across 11 accounts
AUM per adviser
$88M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 3, 2026.

Total AUM
$88M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$88M
Discretionary AUM$43M
Non-Discretionary AUM$46M
Discretionary %48.4%
Total Clients12
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

GALAPAGOS WEALTH MANAGEMENT, LLC
HOUSTON, TX
$88M
-89.8% 1Y
FRIEDBERG INVESTMENT MANAGEMENT, INC.
HOUSTON, TX
$88M
-67.2% 1Y
STEVEN AYERS & COMPANY
$89M
-3.9% 1Y
CANDOR WEALTH MANAGEMENT, LLC
DALLAS, TX
$87M
SPEIGHT ASSET MANAGEMENT, LLC
HOUSTON, TX
$89M
EVANS, MICHAEL WAYNE
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$89M

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