RIA Intel›Advisers›Texas›SOUTHWESTERN ADVISORY GROUP, LLC

SOUTHWESTERN ADVISORY GROUP, LLC

Advisory

STEPHENVILLE, TX

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in TX

#1,871

of 2,813 advisers by AUM

AUM change, 1 year

0.0%

31st percentile in TX

Average account

$105K

across 373 accounts

AUM per adviser

$39M

1 adviser

Filing history

9

filings since 2016

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$39M

1-Year AUM Growth

0.0%

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record9

First FilingFeb 23, 2016

Latest FilingFeb 18, 2026

Full AUM trend chart and 9 historical filings spanning 10+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

Lower risk

Composite band across five pillars

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

14th percentile

Composite rank among TX advisers

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

78 clients

30 high-net-worth

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

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

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