RIA Intel›Advisers›Texas›THE CHAD GOLSETH AGENCY, INC

THE CHAD GOLSETH AGENCY, INC

Advisory

COLLEYVILLE, TX

Data as of Aug 20, 2026 · Source: SEC Form ADV

Rank in TX

#1,655

of 2,813 advisers by AUM

Average account

$155K

across 394 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$61M

Discretionary AUM$0

Non-Discretionary AUM$61M

Discretionary %0%

Total Clients167

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, TX

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

167 clients

14 high-net-worth

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

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