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TIP GROUP LLC

Advisory

HOUSTON, TX

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in TX
#1,673
of 2,813 advisers by AUM
Average account
$76K
across 773 accounts
AUM per adviser
$5M
12 advisers

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM
$59M
Discretionary %
100%
Clients
372
Employees
12

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$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients372
Team
Total Employees12
Investment Advisers12
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IN, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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RIDGELINE ASSET MANAGEMENT, LLC
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SPINNERHAWK CAPITAL MANAGEMENT, L.P.
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$59M
+63.4% 1Y
GUIDING WEALTH MANAGEMENT, LLC
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$59M

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