RIA Intel›Advisers›Texas›WILLIAM ROANE SKEETERS, INC.

WILLIAM ROANE SKEETERS, INC.

Advisory

DALLAS, TX

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in TX

#2,003

of 2,813 advisers by AUM

Average account

$363K

across 79 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndAugust

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

79 clients

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

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