RIA Intel›Advisers›Texas›TEXAS ELITE ADVISORY, LLC

TEXAS ELITE ADVISORY, LLC

Advisory

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in TX

#2,145

of 2,813 advisers by AUM

Average account

$110K

across 183 accounts

AUM per adviser

$4M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients73

Team

Total Employees6

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, FL, MO, TX, VA

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

73 clients

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

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