RIA Intel›Advisers›Texas›SAFE LANDING FINANCIAL LLC

SAFE LANDING FINANCIAL LLC

Advisory

PLANO, TX

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in TX

#2,301

of 2,813 advisers by AUM

Average account

$247K

across 50 accounts

AUM per adviser

$12M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$12M

Discretionary %

100%

Clients

15

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$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

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

15 clients

7 high-net-worth

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

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Advisers of similar size in TX

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

GRASS CAPITAL LLC

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FSG ADVISORY SERVICES INC

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$12M

-63.1% 1Y

BARNETT, DAVID WAYNE

$12M

MURRAY & CO. ASSET MANAGEMENT,LTD.

AUSTIN, TX

$12M

0.0% 1Y

ANTHONY SANSONE

SAN ANTONIO, TX

$13M

FLYING FORWARD, L.L.C.

BOERNE, TX

$13M

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