RIA Intel›Advisers›Texas›PRESIDIO FINANCIAL, LLC

PRESIDIO FINANCIAL, LLC

Advisory

HOUSTON, TX

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in TX

#1,715

of 2,813 advisers by AUM

Average account

$123K

across 440 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients116

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

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

116 clients

19 high-net-worth

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

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