RIA Intel›Advisers›Texas›SAVOY INVESTMENT MANAGEMENT, INC.

SAVOY INVESTMENT MANAGEMENT, INC.

Advisory

TX

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

Rank in TX

#1,534

of 2,813 advisers by AUM

Average account

$855K

across 92 accounts

AUM per adviser

$79M

1 advisers

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

Total AUM

$79M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$79M

Discretionary AUM$79M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

25 clients

18 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

MOORE CLAYTON CAPITAL ADVISERS, INC.

$78M

FINANCIAL SYNERGIES ADVISORY, LTD.

$78M

COLUMBIA FINANCIAL ADVISORS INC

$78M

JOHN LINE, CPA, INC.

$79M

GAMMA CAPITAL CORP

THE WOODLANDS, TX

$78M

VINEYARD FAMILY WEALTH, LLC

$78M

Get the full picture on SAVOY INVESTMENT MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SAVOY INVESTMENT MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans