RIA Intel›Advisers›Texas›TRANSWESTERN INVESTMENT MANAGEMENT, LLC

TRANSWESTERN INVESTMENT MANAGEMENT, LLC

Advisory

N·DALLAS, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$3.7B
1-Year AUM Growth
+7.2%
3-Year CAGR
-6.2%
Employees
25
Assets Under Management
Total AUM$3.7B
Discretionary AUM$937M
Non-Discretionary AUM$2.8B
Discretionary %25%
Total Clients8
Team
Total Employees25
Investment Advisers31
Employee Growth (1Y)+15.8%
Filing History
Total Filings on Record26
First FilingApr 11, 2012
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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