RIA Intel›Advisers›Texas›XENITH FINANCIAL ADVISORY SERVICES, LLC

XENITH FINANCIAL ADVISORY SERVICES, LLC

Advisory

TX

Data as of Apr 2, 2026 · Source: SEC Form ADV

Rank in TX

#2,120

of 2,813 advisers by AUM

Average account

$147K

across 143 accounts

AUM per adviser

$7M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

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.

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.

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Owners & Officers

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

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Client Demographics

60 clients

3 high-net-worth

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

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