RIA Intel›Advisers›Texas›R5 CAPITAL, LLC

R5 CAPITAL, LLC

Advisory

TX

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

Rank in TX
#2,254
of 2,813 advisers by AUM
Average account
$268K
across 56 accounts
AUM per adviser
$15M
1 adviser

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

Total AUM
$15M
Discretionary %
0%
Clients
30
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$15M
Discretionary AUM$0
Non-Discretionary AUM$15M
Discretionary %0%
Total Clients30
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.

SOUTHWEST WEALTH ADVISORS, LLC
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+50.0% 1Y
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WEBB,DARVON JAMES
$15M
PRESTONWOOD CAPITAL MANAGEMENT, LLC
PLANO, TX
$15M
AINN HOLDING, LLC
SAN ANTONIO, TX
$15M
BLAZEK CAPITAL MANAGEMENT, LLC
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$15M

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