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ROOS BROS. LLC

Advisory

TX

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in TX
#1,611
of 2,813 advisers by AUM
Average account
$419K
across 160 accounts
AUM per adviser
$67M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$67M
Discretionary %
89.4%
Clients
50
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$67M
Discretionary AUM$60M
Non-Discretionary AUM$7M
Discretionary %89.4%
Total Clients50
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.

DWP INVESTMENT MANAGEMENT, LLC
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$67M
OLD BEACH INVESTMENT ADVISORS, LLC
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$67M
PIEDRA CAPITAL LTD
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$67M
-14.3% 1Y
PRO-INTEGRITY SECURITIES, INC.
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$67M
+16.6% 1Y
PLAN AHEAD FINANCIAL MANAGEMENT, INC.
ABILENE, TX
$66M
-1.4% 1Y

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