RIA Intel›Advisers›Texas›REALIZED FINANCAL, INC.

REALIZED FINANCAL, INC.

Advisory

AUSTIN, TX

Data as of Aug 29, 2025 · Source: SEC Form ADV

AUM change, 1 year

-16.9%

17th percentile in TX

AUM CAGR, 3 year

-0.5%

compound annual growth

AUM per adviser

$9M

7 advisers

Filing history

10

filings since 2009

Source: SEC Form ADV. Figures as filed Aug 29, 2025.

Total AUM

—

1-Year AUM Growth

-16.9%

3-Year CAGR

-0.5%

Employees

14

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %92.2%

Total Clients1

Team

Total Employees14

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record10

First FilingOct 7, 2009

Latest FilingAug 29, 2025

Full AUM trend chart and 10 historical filings spanning 16+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndMarch

Operates InNJ, TX

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

6th percentile

Composite rank among TX advisers

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

1 clients

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

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