RIA Intel›Advisers›Texas›SIMONET FINANCIAL GROUP, LLC

SIMONET FINANCIAL GROUP, LLC

Advisory

KYLE, TX

Data as of Apr 8, 2026 · Source: SEC Form ADV

Rank in TX

#2,088

of 2,813 advisers by AUM

Average account

$117K

across 196 accounts

AUM per adviser

$11M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM

$23M

Discretionary %

90.2%

Clients

93

Employees

3

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$23M

Discretionary AUM$21M

Non-Discretionary AUM$2M

Discretionary %90.2%

Total Clients93

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

93 clients

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.

SFO CAPITAL, INC.

$23M

STABLEFORD CAPITAL PARTNERS LLC

$23M

MIKEL WEALTH MANAGEMENT, LLC

$23M

FONDREN OAKS CAPITAL MANAGEMENT, LLC

DALLAS, TX

$23M

FSW ADVISORY SERVICES INC.

DALLAS, TX

$23M

+0.6% 1Y

MILLER PREMIER INVESTMENT PLANNING LLC

$23M

Get the full picture on SIMONET FINANCIAL GROUP, LLC

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

Create a free account →See plans