RIA Intel›Advisers›Texas›TIMOTHY CRAIG STEENWYK

TIMOTHY CRAIG STEENWYK

Advisory

TX

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in TX

#1,951

of 2,813 advisers by AUM

Average account

$696K

across 46 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

5 high-net-worth

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

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