RIA Intel›Advisers›Texas›TREMONT STREET ADVISORS, LLC

TREMONT STREET ADVISORS, LLC

Advisory

LEAGUE CITY, TX

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in TX

#1,599

of 2,813 advisers by AUM

Average account

$407K

across 170 accounts

AUM per adviser

$23M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$69M

Discretionary AUM$55M

Non-Discretionary AUM$14M

Discretionary %79.5%

Total Clients87

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, 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

87 clients

13 high-net-worth

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

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