RIA Intel›Advisers›Texas›PLUTUS21 CAPITAL MANAGEMENT, L.L.C

PLUTUS21 CAPITAL MANAGEMENT, L.L.C

Advisory

DALLAS, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#2,534

of 2,813 advisers by AUM

Average account

$65K

across 68 accounts

AUM per adviser

$2M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

68 clients

60 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.

SIMPLI-FI ALPHA LLC

DENTON, TX

$4M

CHT GROUP, INC

$4M

EVENING STAR LLC

$4M

MITCHELL, STEVEN MARK

$4M

THE LEGACY COLLABORATIVE, INC.

SAN ANTONIO, TX

$5M

LUKE FINANCIAL COMPANY, LLC

PLANO, TX

$5M

Get the full picture on PLUTUS21 CAPITAL MANAGEMENT, L.L.C

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PLUTUS21 CAPITAL MANAGEMENT, L.L.C and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans