TEAMWORK FINANCIAL ADVISORS, LLC

CRD 165237File 801-114801

APPROVED

Retail clients

Custody

Filing as of Aug 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.01B

Above cohort median (national)

Discretionary AUM

$1.01B

Clients

2,485

4,648 accounts

Employees

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
Website: HTTP://WWW.TEAMWORKFINANCIAL.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Employees	29	26
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.