← Directory
TAILWIND ADVISORS
Legal name: TAILWIND ADVISORS, LLC
CRD 150081File 801-70175
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.67B
Top 25% of cohort (national)
Discretionary AUM
$164.1M
Non-discretionary $1.51B
Clients
21
21 accounts
Employees
12
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 12, 2009
- Principal office
- 1320 S UNIVERSITY DR, SUITE 701, FORT WORTH, TX, 76107
- Phone
- 817-708-3663
- Website
- HTTP://TAILWINDADVISORS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.67B
- Discretionary AUM
- $164.1M
- Non-discretionary AUM
- $1.51B
- Discretionary accounts
- 15
- Non-discretionary accounts
- 6
- Total accounts
- 21
- AUM per client
- $79.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $1.25B |
| Pooled investment vehicles | 6 | $419.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.