RIA IntelAdvisersTexasOPPOQUEST, LLC

OPPOQUEST, LLC

Advisory

TX

Data as of Jul 10, 2026 · Source: SEC Form ADV

Rank in TX
#1,795
of 2,813 advisers by AUM
Average account
$344K
across 133 accounts
AUM per adviser
$15M
3 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM
$46M
Discretionary %
91.6%
Clients
77
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$46M
Discretionary AUM$42M
Non-Discretionary AUM$4M
Discretionary %91.6%
Total Clients77
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, GA, 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.

PIVOT INVESTMENT PLANNING, LLC
SAN ANTONIO, TX
$46M
HANVEY, STEPHEN JEFFREY
WEST LAKE HILLS, TX
$46M
+15.6% 1Y
STONEWATER WEALTH MANAGEMENT, INC.
CORPUS CHRISTI, TX
$46M
-74.0% 1Y
DEVOE, TED, ROBERT
$45M
BOSCHERT RALPH ARTHUR
WIMBERLEY, TX
$45M
FRISCO BUSINESS SOLUTIONS GROUP INC
MCKINNEY, TX
$45M

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