RIA Intel›Advisers›Texas›MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

Advisory

N·DALLAS, TX

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+35.5%

3-Year CAGR

+20.4%

Employees

97

Assets Under Management

Total AUM$1.6B

Discretionary AUM$1.0B

Non-Discretionary AUM$603M

Discretionary %62.5%

Total Clients1,916

Team

Total Employees97

Investment Advisers97

Employee Growth (1Y)-0.7%

Filing History

Total Filings on Record119

First FilingDec 20, 2001

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 119 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MOMENTUM INDEPENDENT NETWORK INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.