RIA Intel›Advisers›Texas›TIERCEL CAPITAL TEXAS LLC

TIERCEL CAPITAL TEXAS LLC

Advisory

HOUSTON, TX

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

Rank in TX

#2,264

of 2,813 advisers by AUM

Average account

$467K

across 30 accounts

AUM per adviser

$7M

2 advisers

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

Total AUM

$14M

Discretionary %

85%

Clients

21

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$14M

Discretionary AUM$12M

Non-Discretionary AUM$2M

Discretionary %85%

Total Clients21

Team

Total Employees2

Investment Advisers2

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

21 clients

14 high-net-worth

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.

INCREASE CONSULTANTS LLC

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SUREPATH WEALTH MANAGEMENT, LLC

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$14M

LUMINARY WEALTH ADVISORS, LLC

$14M

BARRINGTON FINANCIAL ADVISORS, INC.

HOUSTON, TX

$14M

-43.6% 1Y

CROSS CONSULTING AND SERVICES, LLC

$14M

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