AUTUMN LANE ADVISORS, LLC

CRD 173624 · SEC 801-80627

Visit website

7500 SAN FELIPE, SUITE 1030, HOUSTON, TX, 77063, United States

Phone

(713) 636-2075

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.20B

Discretionary AUM

$777.3M

Team

7 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersFAMILY OFFICE BOOKKEEPING SERVICES

Client types

Type	Clients	AUM
High net worth individuals	59	$770.4M
Pooled investment vehicles	13	$420.5M
Corporations/business entities	1	$8.0M

States served

All web addresses on file

https://www.linkedin.com/company/autumn-lane-advisors/
HTTPS://WWW.AUTUMNLANELLC.COM

Official SEC filing: View on IAPD