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TEXAS REGISTERED FINANCIAL CONSULTANTS, PLLC

Advisory

BEAUMONT, TX

Data as of Jul 24, 2026 · Source: SEC Form ADV

Rank in TX

#2,262

of 2,813 advisers by AUM

Average account

$117K

across 122 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients122

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InLA, TX

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.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

122 clients

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

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Advisers of similar size in TX

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

WILSON INVESTMENT SERVICES, LLC

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BARRINGTON FINANCIAL ADVISORS, INC.

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$14M

-43.6% 1Y

SIMARIS, LLC

$14M

MOUNTAIN FLOWER INVESTMENTS & PLANNING, LLC

$14M

LEXINGTON FINANCIAL SERVICES, INC.

HOUSTON, TX

$14M

+38.6% 1Y

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