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NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.

Advisory

FORT WORTH, TX

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in TX

#1,675

of 2,813 advisers by AUM

Average account

$288K

across 205 accounts

AUM per adviser

$20M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$59M

Discretionary AUM$59M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients205

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

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

205 clients

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

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