RIA Intel›Advisers›Texas›REK ADVISORS, INC.

REK ADVISORS, INC.

Advisory

HOUSTON, TX

Data as of Jan 26, 2026 · Source: SEC Form ADV

AUM change, 1 year

-6.0%

declining

AUM CAGR, 3 year

-11.1%

compound annual growth

Filing history

53

filings since 2001

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

—

1-Year AUM Growth

-6.0%

3-Year CAGR

-11.1%

Employees

1

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients—

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record53

First FilingJan 31, 2001

Latest FilingJan 26, 2026

Full AUM trend chart and 53 historical filings spanning 25+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

Elevated 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

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

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

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