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

WHITFILL INVESTMENT MANAGEMENT, LLC

Advisory

KINGWOOD, TX

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in TX

#2,513

of 2,813 advisers by AUM

Average account

$181K

across 27 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

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.

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

11 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

BROWNSBORO FINANCIAL, LLC

LOCKHART, TX

$5M

RIO OAKS LLC

FORT WORTH, TX

$5M

BARTON CREEK ADVISORS, LLC

$5M

WORCHESTERSHIRE FINANCIAL, INC.

$5M

ESTES FINANCIAL SERVICES, INC.

FORT WORTH, TX

$5M

WG PLAN LLC

MCKINNEY, TX

$5M

Get the full picture on WHITFILL INVESTMENT MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WHITFILL INVESTMENT MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans