RIA Intel›Advisers›Texas›XPONIFY, INC.

XPONIFY, INC.

Advisory

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

Rank in TX

#2,066

of 2,813 advisers by AUM

Average account

$144K

across 169 accounts

AUM per adviser

$24M

1 advisers

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

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients94

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMS, 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

94 clients

5 high-net-worth

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

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