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ROOSEVELT ADVISORS LLC

Advisory

TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX
#2,154
of 2,813 advisers by AUM
Average account
$69K
across 286 accounts
AUM per adviser
$10M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$20M
Discretionary %
100%
Clients
286
Employees
2

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$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients286
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

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GQO INVESTMENT ADVISORS, INC.
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GOOD LIFE WEALTH MANAGEMENT LLC
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GLOBAL LEVERAGE AND INVESTMENTS, INC.
$20M
STRATIA WEALTH MANAGEMENT, LLC
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