RIA Intel›Advisers›Texas›RIO OAKS LLC

RIO OAKS LLC

Advisory

FORT WORTH, TX

Data as of Jul 2, 2026 · Source: SEC Form ADV

Rank in TX

#2,515

of 2,813 advisers by AUM

Average account

$346K

across 14 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, 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

14 clients

14 high-net-worth

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

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

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ESTES FINANCIAL SERVICES, INC.

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