RIA Intel›Advisers›Texas›THE ART OF FINANCE LLC

THE ART OF FINANCE LLC

Advisory

AUSTIN, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#1,723

of 2,813 advisers by AUM

Average account

$631K

across 84 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$53M

Discretionary AUM$0

Non-Discretionary AUM$53M

Discretionary %0%

Total Clients84

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

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

84 clients

11 high-net-worth

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.

KONNECT HEALTH AND WEALTH LLC

$53M

ONE XVI WEALTH, LLC

$53M

JOHN DAVID THORNTON

$53M

MCG CAPITAL, LLC

TERRELL HILLS, TX

$53M

CLEMMONS WEALTH MANAGEMENT LLC

$53M

ARETE INVESTMENTS, LLC

$54M

Get the full picture on THE ART OF FINANCE LLC

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

Create a free account →See plans