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SOFTVEST ADVISORS
SOFTVEST ADVISORS, LLC
CRD 300084 · SEC 801-114671
400 PINE STREET, SUITE 1010, ABILENE, TX, 79601, United States
Phone
325-677-6177
Fax
325-677-6176
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$788.2M
Discretionary AUM
$788.2M
Team
7 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees; CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)PROVIDE ANALYSIS TO AN INDEPENDENT INSURANCE COMPANY UPON REQUEST RELATED TO A FIXED INCOME PORTFOLIO.
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $788.2M |
States served
TN, TX
Official SEC filing: View on IAPD