RIA Intel›Advisers›Texas›VAULKSHIRE LLC

VAULKSHIRE LLC

Advisory

SAN ANTONIO, TX

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

Rank in TX

#2,142

of 2,813 advisers by AUM

Average account

$256K

across 79 accounts

AUM per adviser

$20M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$20M

Discretionary %

97.7%

Clients

52

Employees

1

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$20M

Discretionary AUM$20M

Non-Discretionary AUM$470K

Discretionary %97.7%

Total Clients52

Team

Total Employees1

Investment Advisers1

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

52 clients

11 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.

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JONES CAPITAL ADVISORS, LLC

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STILLFOREST WEALTH MANAGEMENT LLC

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