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TEAMWORK FINANCIAL ADVISORS, LLC
CRD 165237File 801-114801
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$1.01B
Clients
2,485
4,648 accounts
Employees
26
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 6, 2019
- Principal office
- 8 DOMINION DRIVE BLDG 100-103, SAN ANTONIO, TX, 78257
- Phone
- 210-687-1333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.01B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,648
- Non-discretionary accounts
- 0
- Total accounts
- 4,648
- AUM per client
- $408K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.6M |
| High net worth individuals | 993 | $746.0M |
| Pension and profit sharing plans | Fewer than 5 | $1.7M |
| Individuals (other than high net worth individuals) | 1,487 | $258.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Employees | 29 | 26 | decreased by3 |
| Jun 1, 2026 | Employees | 30 | 29 | decreased by1 |
| Apr 1, 2026 | Employees | 29 | 30 | increased by1 |
| Apr 1, 2026 | Clients | 2,328 | 2,485 | increased by157 |
| Apr 1, 2026 | AUM | $800,455,586 | $1,013,528,875 | increased by$213,073,289 |
| Apr 1, 2026 | Accounts | 4,253 | 4,648 | increased by395 |
| Feb 1, 2026 | Employees | 30 | 29 | decreased by1 |
| Jan 1, 2026 | Employees | 27 | 30 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 27 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,848 | 2,328 | increased by480 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $606,169,667 | $800,455,586 | increased by$194,285,919 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,848 | 4,253 | increased by2,405 |
| Apr 1, 2022 | Clients | 1,382 | 1,848 | increased by466 |
| Apr 1, 2022 | AUM | $463,920,002 | $606,169,667 | increased by$142,249,665 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TEAMWORK FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TEAMWORK FINANCIAL” 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.