RIA Intel›Advisers›Texas›TAM, LLC

TAM, LLC

Advisory

LAKEWAY, TX

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

Rank in TX
#1,623
of 2,813 advisers by AUM
Average account
$610K
across 106 accounts
AUM per adviser
$65M
1 adviser

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

Total AUM
$65M
Discretionary %
100%
Clients
50
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$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

ARGUS WEALTH MANAGEMENT, LLC
AUSTIN, TX
$65M
EMPIRIC ADVISORS, INC.
AUSTIN, TX
$65M
+0.8% 1Y
SAMMONS WEALTH MANAGEMENT LLC
DALLAS, TX
$64M
RILEY PRIVATE CLIENT LLC
SOUTHLAKE, TX
$65M
-19.9% 1Y
KINGSLEY ADVISORS, LLC
$65M
RUPAY-BARRINGTON CAPITAL MANAGEMENT INC.
ARLINGTON, TX
$65M

Get the full picture on TAM, LLC

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

Create a free account →See plans