RIA Intel›Advisers›Texas›MONEY METHODS, INC.

MONEY METHODS, INC.

Advisory

AMARILLO, TX

Data as of Mar 29, 2026 · Source: SEC Form ADV

AUM CAGR, 3 year

0.0%

compound annual growth

Filing history

8

filings since 2001

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

0.0%

Employees

2

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %78.3%

Total Clients302

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingMar 29, 2001

Latest FilingMar 29, 2026

Full AUM trend chart and 8 historical filings spanning 25+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

Elevated risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

50th percentile

Composite rank among TX advisers

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

302 clients

6 high-net-worth

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

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