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TECTONIC ADVISORS LLC
CRD 139713File 801-66385
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.14B
Top 25% of cohort (national)
Discretionary AUM
$4.79B
Non-discretionary $352.2M
Clients
2,377
9,259 accounts
Employees
6
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 21, 2006
- Principal office
- 17 COWBOYS WAY, STE 250, FRISCO, TX, 75034
- Phone
- 713-250-4200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.14B
- Discretionary AUM
- $4.79B
- Non-discretionary AUM
- $352.2M
- Discretionary accounts
- 8,685
- Non-discretionary accounts
- 574
- Total accounts
- 9,259
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $5.3M |
| High net worth individuals | 723 | $2.34B |
| Pooled investment vehicles | 1 | $2.25B |
| Pension and profit sharing plans | 137 | $111.7M |
| Individuals (other than high net worth individuals) | 1,513 | $441.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 6 | decreased by7 |
| Apr 1, 2026 | Clients | 2,171 | 2,377 | increased by206 |
| Apr 1, 2026 | AUM | $4,346,451,704 | $5,141,575,409 | increased by$795,123,705 |
| Apr 1, 2026 | Accounts | 7,991 | 9,259 | increased by1,268 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,492 | 2,171 | increased by679 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,686,961,917 | $4,346,451,704 | increased by$1,659,489,787 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,633 | 7,991 | increased by3,358 |
| Apr 1, 2022 | Clients | 654 | 1,492 | increased by838 |
| Apr 1, 2022 | AUM | $1,857,756,548 | $2,686,961,917 | increased by$829,205,369 |
| Apr 1, 2022 | Accounts | 1,863 | 4,633 | increased by2,770 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TECTONIC ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TECTONIC ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.