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TECTONIC ADVISORS LLC
CRD 139713File 801-66385
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.