RIA Intel›Advisers›Texas›THOMAS, JASON HOWARD

THOMAS, JASON HOWARD

Advisory

Data as of May 1, 2026 · Source: SEC Form ADV

Rank in TX

#2,333

of 2,813 advisers by AUM

Average account

$393K

across 27 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, 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

7 clients

7 high-net-worth

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

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