RIA Intel›Advisers›Texas›SIM EMP

SIM EMP

Advisory

AUSTIN, TX

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in TX

#1,852

of 2,813 advisers by AUM

Average account

$118K

across 346 accounts

AUM per adviser

$14M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients148

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, 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

148 clients

7 high-net-worth

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

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