RIA Intel›Advisers›Texas›PEARL CAPITAL INVESTMENTS LLC

PEARL CAPITAL INVESTMENTS LLC

Advisory

TX

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in TX

#2,204

of 2,813 advisers by AUM

Average account

$849K

across 20 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

13 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

GOLDEN SPREAD WEALTH, LLC

$17M

LASETER, DONALD LEE

$17M

ALTERNA CAPITAL MANAGEMENT, LLC

$17M

INTELLIWEALTH FINANCIAL ADVISORS, LTD.

$17M

USF ALTERNATIVE SERVICES, LLC

$17M

MISSION INSTITUTIONAL ADVISORS LLC

$17M

Get the full picture on PEARL CAPITAL INVESTMENTS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PEARL CAPITAL INVESTMENTS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans