RIA Intel›Advisers›Texas›THE HELIX FINANCIAL GROUP, LLC

THE HELIX FINANCIAL GROUP, LLC

Advisory

CARROLLTRON, TX

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in TX

#1,392

of 2,813 advisers by AUM

Average account

$237K

across 450 accounts

AUM per adviser

$53M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$107M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$107M

Discretionary AUM$0

Non-Discretionary AUM$107M

Discretionary %0%

Total Clients240

Team

Total Employees2

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.

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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

240 clients

15 high-net-worth

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

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