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TECTONIC ADVISORS LLC
CRD 139713 · SEC 801-66385
17 COWBOYS WAY, STE 250, FRISCO, TX, 75034, United States
Phone
713-250-4200
Fax
713-250-4296
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.14B
Discretionary AUM
$4.79B
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersRESEARCH AND DUE DILIGENCE FOR OTHER INVESTMENT ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1513 | $441.5M |
| High net worth individuals | 723 | $2.34B |
| Pooled investment vehicles | 1 | $2.25B |
| Pension/profit sharing plans | 137 | $111.7M |
| Charitable organizations | 3 | $5.3M |
States served
VT, KS, NC, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD