RIA Intel›Advisers›Texas›PHILIP RAY VAN DUIVENDYK

PHILIP RAY VAN DUIVENDYK

Advisory

WACO, TX

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

Rank in TX

#2,043

of 2,813 advisers by AUM

Average account

$231K

across 113 accounts

AUM per adviser

$26M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$26M

Discretionary %

100%

Clients

124

Employees

1

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$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients124

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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.

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Owners & Officers

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

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Client Demographics

124 clients

31 high-net-worth

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

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