RIA Intel›Advisers›Texas›R & R FINANCIAL SERVICES, LLC

R & R FINANCIAL SERVICES, LLC

Advisory

TX

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in TX
#2,033
of 2,813 advisers by AUM
Average account
$609K
across 44 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$27M
Discretionary %
100%
Clients
44
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$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients44
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

MARCADO ASSET MANAGEMENT LLC
SAN ANTONIO, TX
$27M
+3.5% 1Y
BOND WEALTH PLANNING & INVESTMENTS, PLLC
THE WOODLANDS, TX
$27M
FOUR SEASONS INVESTMENT MANAGEMENT, INC.
$27M
J.P. SCOTT & COMPANY, LLC
AUSTIN, TX
$27M
-24.4% 1Y
HANCOCK MANAGEMENT PARTNERS, INC.
HOUSTON, TX
$27M
-16.0% 1Y
LAKES WEALTH ADVISORY, LLC
$27M

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